SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

NetEase

Financial Analysis

KONG

GAME

09999

K3MD

PETXQ

NTES

09899

00700

TCEHY

TCTZF

80700

HTCD

SBCWW

$NTES-S(09999.HK) $NetEase(NTES.US) released its Q3 2025 financial report for the Hong Kong stock market after hours on November 20th, Beijing time. Similar to Q2, it was another miss under full expectations. Considering that some institutions mentioned the risk of overly high expectations at the beginning of the month, some funds may have taken precautions. In the current emotional environment, the market is certainly dissatisfied with this performance. However, considering that the stock price has been adjusted for a long time, it may improve due to the resilience of the gaming sector and the expected improvement in the pipeline next year...

Formidable Fortress ETF

GameSquare

NTES-S

NTES ADR US

Advantage Solutions

Xtrack Us Sc Dvd Fd

Sensata Tech

Enigmatig

Wag!

WAG GROUP CO

NETEASE MUSIC

TENCENT

Tencent

Tencent Holdings Limited

TENCENT-R

SBC Medical

Tencent HK SDR 10to1

NetEase: The Last Kneel Before the 'Pig Cycle'?

Geely

01211

GELHY

00175

BYDDF

81211

BYDDY

002594

80175

GELYY

HYDD

The pace of new energy transition continues to accelerate

BYD COMPANY

BOYD Gaming

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

BYD Company Limited

BYD COMPANY-R

BYD Company

GEELY AUTO-R

Geely Auto

ZEEKR Intelligent Tech

Smart Share Global

Canaan

BYD HK SDR 10to1

Geely: Can it successfully break through by 'directly challenging' BYD?

Kanzhun

02076

BETA

BOSS

$BOSS ZHIPIN-W(02076.HK) $Kanzhun(BZ.US) Q3 financial report has been released, and the overall performance basically met expectations. It is still the same BOSS—despite still facing pressure, the company's ability to outperform Beta is still evident. Specifically: 1. Billings showed signs of recovery: Q3 billings increased by 14% year-on-year, showing a significant recovery compared to the previous quarter. Although this was within expectations and last year's base was low, it is commendable to withstand the pressure in a relatively high-pressure environment...

BOSS ZHIPIN-W

Beta Tech

HUGO BOSS AG

Barrick Mining

Boss Zhipin: Not Surprising, but Still Strong

AIMID

GOOG

GOOGL

NNOX

000656

GGLS

GGLL

NANO

After the Hong Kong stock market closed on November 13, Beijing time, $TENCENT(00700.HK) released its third-quarter 2025 results. Overall, while there were not many surprises compared to expectations, stability remains the key theme, with no significant weaknesses in the three major business lines. Since the beginning of this year, Tencent has entered a new investment cycle, yet traces of the management's refined operations and effective capital allocation can still be observed. Specifically: 1. Gaming remains the standout: Tencent Games maintained high growth of 23% in the third quarter, driven by the product cycle. Overseas, under the leadership of Supercell's 'Clash Royale,' it continued to surge (with favorable exchange rate contributions)...

Meta Platforms

AIM IMMUNOTECH INC

AIM ImmunoTech

Alphabet - C

Alphabet

Nano-X Imaging

JINKE PROPERTY

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Pro Ultra 7-10Yrs

Nanoco Group PLC

Tencent: Not playing heartbeats with Meta, just seeking stable happiness

BEKE

02423

HOPE

Leading domestic housing intermediary--$KE(BEKE.US) announced its Q3 2025 results on the evening of November 10th before the US stock market opened. Overall, the performance can be summarized as &#34;not good, but not as bad as feared.&#34; Additionally, due to the recent significant pullback in the company's stock price, the low expectations implied by the relatively low stock price have led to some bottoming out and recovery. Specifically: 1. Revenue is still supportive, but profits are deeply underwater: In terms of overall performance, although the core intermediary business revenue experienced negative growth in the sluggish real estate market, it was offset by the strong performance of the slightly &#34;bloated&#34; rental business...

BEKE-W

Hope Bancorp

BEKE: Is there still hope?

Beike 3Q25 Quick Interpretation: Overall, Beike's performance this quarter can be summarized as &#34;not good, but not as bad as feared.&#34; Due to the recent general decline in U.S. stocks, the company's share price has also retreated by more than 15%, hitting bottom and recovering amid low expectations &amp; stock prices. 1) In terms of financial performance, total revenue for the quarter grew approximately 2% year-on-year, largely in line with expectations. Although the gross profit margin declined year-on-year, leading to a decrease in gross profit by 200 million (-4% yoy), the expectation was lower at -7%. Facing industry headwinds, the company timely reduced its expenses, with total operating expenses down approximately 2% year-on-year (about 80 million). As a result, the final operating profit only declined by slightly over 100 million year-on-year, better than market expectations. The market's main focus, adjusted net profit was 1.29 billion, down nearly 500 million from the same period last year (the decline was larger than operating profit, mainly due to lower SBC expenses this quarter). Although it is clearly not good in absolute terms, it is still much better than the market expectation of 1 billion adjusted profit. 2) In terms of operating indicators, this quarter the transaction volume of existing homes and new homes grew 6% and declined 14% year-on-year, respectively. The transaction situation of existing homes was consistent with market expectations, but new homes were worse. As policy benefits nearly fade and gradually enter last year's high base period, the real estate transaction situation is generally within the expected range of poor performance. 3) In terms of monetization, since the monetization rate of existing homes and new homes is still declining year-on-year, the revenue growth rate of both businesses is negative (in line with market expectations). However, from a quarter-on-quarter perspective, the monetization rate has actually stabilized and rebounded, which is not a bad news. Similarly, although the contribution gross profit margin of new home and existing home businesses (calculated by contribution profit/GTV) also declined year-on-year, it was generally stable from a quarter-on-quarter perspective. 4) Among other businesses, the housing rental business performed well, partially offsetting the decline in performance of core traditional businesses. This quarter, rental income continued to grow significantly by 45% year-on-year, much better than expected. Meanwhile, the contribution gross profit margin of the rental business also continued to rise slightly by 0.3 percentage points quarter-on-quarter, offsetting the year-on-year decline in core business profits. $KE(BEKE.US) $BEKE-W(02423.HK)

Kimball Electron

Airbnb

ABNB

Alternative accommodation leader Airbnb$Airbnb(ABNB.US), on November 7th, after the U.S. stock market closed, announced its financial results for the third quarter of fiscal year 2025. Overall, although the monetization rate fell short of expectations, resulting in mixed financial metrics and continued issues with profit margin contraction, the more important operational indicators showed accelerated growth quarter-on-quarter. The guidance for GBV growth in the next quarter also exceeded expectations, suggesting that business growth may finally be rebounding. Specifically: 1. Business growth rebounding: Gross Booking Value (GBV) increased by 14% year-on-year...

Outfront Media

Airbnb: Is it truly climbing out of the trough, or is it just a 'last-ditch effort'?

Spotify

SPOT

OpenAI

AMZN

NFLX

AAPL

AMZU

AAPB

AAPD

AAPU

AAPX

AAPY

APLY

$Spotify(SPOT.US) The Q3 2025 earnings report was released before the U.S. stock market opened on November 4th, with mixed performance. However, the market's main concern—profit margin—actually exceeded expectations, leading to a slightly positive market response. Specifically: 1. Profit margin exceeded expectations: Since the third quarter, Spotify has made numerous product changes (nearly 30 updates of various sizes), including lossless audio quality, playlist editing, messaging, personalized audio settings, and collaborations with Amazon Alexa and ChatGPT, etc...

Viant Tech

Amazon

Netflix

Apple

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

Can Spotify's new price hike cycle take off again?

Roblox

RBLX

CUBE

GROW

Hello everyone, I am Dolphin Research! $Roblox(RBLX.US) released its Q3 FY2025 earnings report before the U.S. market opened on October 30th. The overall performance exceeded expectations across the board, but the market might be dissatisfied with the higher-than-expected loss in Q4 and the implied growth trend (slowing down too quickly) in the guidance. Dolphin Research believes that the underlying reason is essentially a fear of heights, with high valuations exacerbating concerns about the sustainability of subsequent high growth (especially considering the weakening user stickiness of the blockbuster game Grow a Garden in Q2), leading to the choice to cash in on the good news and exit. However, in the medium to long term...

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)(SBCWW.US)

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