☕️ [Task Coins Giveaway] Daily Market Talk — Sea Beats on Revenue, Misses on Profit

$Sea(SE.US) beat on revenue but missed on profit, closing -1.49%. A hot CPI revived Fed hike bets, and $NVIDIA(NVDA.US) fell another 5%. At home, the STI is inching higher. Let's dig in 👇

💬 Sea's 43% sales growth or its margin squeeze: which matters more to you?

📊 Quick Recap — What Moved & Why

🇺🇸 US: Sea Beats on Sales, Misses on Profit

🔑 Key Event: Sea closed -1.49% after Q3 revenue jumped 43% to $8.58B, beating forecasts, while EPS and adjusted EBITDA missed as AI spending and e-commerce competition weighed. Growth is intact; margins are the worry.

👀 Other to Watch

• $Dow Jones Industrial Average(.DJI.US) -0.30%, $S&P 500(.SPX.US) -0.38%, $NASDAQ Composite Index(.IXIC.US) -0.74% as hot CPI lifted hike bets.
• Chips → $NVIDIA(NVDA.US) -5.47%, a second straight slide, as Citi cut its target; $Taiwan Semiconductor(TSM.US) +2.02% after raising its dividend.

@SGreferral : I’m still constructive on NVIDIA long term, but would prefer to see greater clarity before aggressively buying the dip.

• $Coreweave(CRWV.US) → closed -0.51% before reporting, then rose after hours on 168% revenue growth and raised guidance.

🇸🇬 Singapore: STI Inches Higher After Tuesday's Jump

🔑 Key Event: The $FTSE Straits Times Index(STI.SG) is up about +0.15% near 5,266 this morning, with US futures firmer, after closing +1.53% at 5,258.59 Tuesday, its first session after Deepavali. Banks are edging higher again.

👀 Other to Watch

• Banks → $OCBC Bank(O39.SG) about +0.9%, $DBS(D05.SG) +0.4% and $UOB(U11.SG) +0.4% this morning, extending Tuesday's rebound.

@ynwa : I still think the market has become overly cautious.

• Earnings → $SIA(C6L.SG) and $SGX(S68.SG) report today; SIA closed +2.73% Tuesday as the STI rallied.

@Gweet : All eyes are now on the Q2 earnings report to see if the upward trend holds!

• REITs → The FTSE ST REIT index rose just +0.34% Tuesday, lagging the STI as industrial REITs fell.

🇭🇰 HK/China: Hang Seng Tracks Wall Street Lower

🔑 Key Event: The $Hang Seng Index(00HSI.HK) is down about -0.7% near 24,380 this morning, tracking Wall Street's CPI dip after Tuesday's +0.44% close at 24,557.04. Tech leads the losses, with $TENCENT(00700.HK) about -1.6%.

👀 Other to Watch

• $BABA-W(09988.HK) → about -0.5% this morning despite confirming a Hong Kong IPO for chip unit T-Head.

@Fattycat : I will be paying extra attention to whether the fast‑rising AI and cloud revenue can keep up with the company’s growing infrastructure bills.

• $Z.AI(02513.HK) → about +3.6% this morning after unveiling a buyback of up to HK$4B.

🌍 Global/Macro

• 🇺🇸 CPI → October CPI rose 0.4% m/m versus 0.3% expected; Waller backed a December hike and 50bp odds rose to about 15%.

@NewUser_OLAl4 : This is particularly concerning given Fed Governor Christopher Waller’s warning that a 50bps hike should be considered if inflation remains elevated.

• 🇺🇸 Anthropic → launched its IPO roadshow at $70-78 a share to raise up to about $64B, per its draft prospectus.

📅 Upcoming Key Events

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🚫 No duplicates · ⏰ Deadline: Nov 11, 11:59 PM SGT

Not investment advice, just market talk 🙏