Group 1 - Grab presents a significant opportunity for investment in Southeast Asia due to its strong market presence and diversified offerings [1] - The region is expected to continue experiencing relatively strong economic growth, which could benefit companies operating there [1] - Observing megatrends can provide insights into societal advancements and potential investment opportunities [1] Group 2 - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for uncovering investment opportunities [1] - Recent focus has been on marketing and business strategy for medium-sized companies and startups, indicating a trend towards supporting emerging businesses [1] - The analyst has experience in evaluating startups and emerging industries, which adds credibility to the insights provided [1]

| | | | T TrendForce | | --- | | 应用别 | प्तचे | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (E | 를 | 均价 | 与前月差异(% | | | 电视 | een M | 3840x2160 | Open-Cell | I ea | 178 | 174 | -2.0 | -1.1% | | | SE .. M | 3840x2160 | Open-Cell | II d | 127 | 124 | -2.0 | -1.6% | | | 43"W | 1920x1080 | Open-Cell | 62 | રિ | 64 | -1.0 | -1.5% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | -1.0 | -2.8% | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | ર્સ જ | 63 ...

For the past two cycles, Bitcoin's monthly RSI has consistently aligned with key macro trend levels during market peaks.In this cycle, the monthly RSI suggests that if history repeats, Bitcoin will pump more. https://t.co/oq1XdJzNaI ...

Group 1 - Lockheed Martin's stock has declined from over $600 in October 2024 to approximately $460 despite the strong performance of the F-35 in the Iran-Israel conflict [1] - The article emphasizes the importance of observing megatrends and technological advancements to identify investment opportunities [1] - The focus on fundamentals, quality of leadership, and product pipeline is crucial for uncovering potential investments [1] Group 2 - The author has experience in evaluating startups and emerging industries, indicating a background in assessing new market opportunities [1] - The article suggests that understanding macrotrends and futurism can provide insights into the evolution of companies and their competitive advantages [1]

7 July 2025 | 9:02AM HKT GC Tech: Lens Tech (300433.SZ): Mgmt. Call takeaways: Foldable phones bring new opportunities; Vehicle glass drives diversification We talked to Lens Tech (300433.SZ, Not Covered) management recently. Management remains positive on foldable phones end market demand on the back of differentiation, new use cases, and technology getting more ready to bring solid user experience to end consumers. Foldable phones would also drive the company's opportunities in components, from glass cove ...

July 3, 2025 03:00 AM GMT TESTING, INSPECTION AND CERTIFICATION QUARTERLY CHARTBOOK 2Q CY25: Weaker China data, but expect continued organic resilience Source: Morgan Stanley Research estimates. Priced 1st July M O R G A N S T A N L E Y R E S E A R C H Europe MORGAN STANLEY & CO. INTERNATIONAL PLC+ Annelies Vermeulen Equity Analyst Annelies.Vermeulen@morganstanley.com +44 20 7425-4367 Zach Al-Qaryooti Research Associate Zach.Al-Qaryooti@morganstanley.com +44 20 7425-2400 M O R G A N S T A N L E Y R E S E A ...

OPEC+加速增产实为"骗局"？表面利空轰炸市场，实则暗藏三重玄机；认知差机遇：当市场误读供应 端信号，聪明资金已布局夏季需求潮！同步预警：对冲基金押注美股7月十年连阳，参与追高如何构建 最后防线？解读原油多空绞杀+关税风暴倒计时>> 相关链接 解读原油多空绞杀+关税风暴倒计时 ...

if we're at or near record highs and it's like all about AI, how do you actually make money in the market. Hopefully that you just had an opportunity with the tariff scare to get in a little bit lower and hopefully people have been in for a while. But one thing I've learned from um almost 30 years of doing this.I'm 108 years old in case in case you were wondering. You look great. What's your skin care.Not a day over 85. Thank you. One thing I've learned from doing this for a while is moves in the market go ...

Summary of Conference Call Notes Industry Overview: China Property Key Points on Sales Performance - Top 100 developers' contract sales declined by **21% YoY** in June 2025, worsening from **-10% in May 2025** due to: 1. Higher base in June 2024 from policy easing in mid-May 2024 2. Lack of policy easing support [2][6] - On a **MoM basis**, contract sales increased by **17%**, lower than the average **30%** from 2020 to 2024 [2][7] - In the first half of 2025, combined sales for top 100 developers fell by **11% YoY**, compared to **-8% YoY** in May 2025 [2][6] Performance of Luxury Projects - Demand for luxury projects remained strong, exemplified by Sunac's Shanghai One Central Park selling out in **2 hours**, significantly boosting Sunac's contract sales in June 2025 [2][6] Regional Developer Performance - Regional developers (e.g., Jinmao, C&D International, Yuexiu Property, Greentown China) outperformed the sector average, focusing on tier 1 and core tier 2 cities, benefiting from resilient luxury demand [2][6] Future Outlook - Expectations for top 100 contract sales to improve YoY in **3Q25** due to a lower base effect [2][6] Secondary Market Insights - As of June 25, 2025, secondary listings in **50 cities** increased by **9.5% YoY** and **8.6% YTD**; Tier-1 cities saw a **4.4% YoY** and **5.3% YTD** increase [3][9] - Secondary transaction volume for **12 cities** increased by **4% YoY** on a 30-day moving average, down from **7% in May 2025** [3][9] Implications for Property Listings - The rise in secondary listings is attributed to: 1. Slowing secondary transactions 2. Upgraders selling existing homes to purchase luxury new homes [3][9] Developer Performance Comparison - SOE developers' contract sales in June declined by **23% YoY**, similar to the **21% YoY** decline of top 100 developers; semi-SOE and POE developers saw declines of **33%** and **11%** respectively [4][25] - Current market shares: SOE developers at **58%**, POE developers at **31%** [4][25] Sales Data Highlights - Top 100 developers' combined gross contract sales value dropped by **21% YoY** in June, compared to **-10% YoY** in May [18][20] - The combined attributable contract sales GFA decreased by **35% YoY** in June, worsening from **-20% YoY** in May [13][20] Risks and Opportunities Downside Risks - Government policies restricting demand and mortgage lending - Tight financing conditions for developers - Lower-than-expected residential growth in China's economy [31] Upside Risks - Potential policy loosening that could boost residential property sales and prices - Large-scale asset disposals at fair prices by developers to ease liquidity pressures [31]

𝗔𝗟𝗧𝗦𝗘𝗔𝗦𝗢𝗡 𝟮𝟬𝟮𝟰➬ CAPITULATION BELOW SUPPORT TRENDLINE➬ 13 WEEKS OF SIDEWAYS MOVEMENT➬ PUMPED 101% IN JUST 5 WEEKS𝗔𝗟𝗧𝗦𝗘𝗔𝗦𝗢𝗡 𝟮𝟬𝟮𝟱➬ CAPITULATION BELOW SUPPORT TRENDLINE➬ 13TH WEEK IS ON-GOING NOW.JUST REPEAT WHAT HAPPENED IN 2024.PLS GOD PLS 🙏 ...