Top movers alert: Chinese tech names slump amid higher tax worries
😱Chinese tech names are recording losses as much as 8% this morning amid concerns over the possibility that they could be levied higher value-added tax after the government raised VAT taxes from 6% to 9% on Chinese telcos (e.g. China Mobile. China Telecom, China Unicom Hong Kong) 🔻Tencent shares dropped as much as 6.3%, Alibaba -5%, Kuaishou -7.7% and Baidu -6.8% 🧧Separately, Tencent began handing out subsidies to gain traffic through offering “red packets” via AI application app Yuanbao, according to a Yicai.com report ⭕According to Bloomberg, Chinese tech stocks are failing to attract dip buyers due to the relatively modest trading volumes in recent days, which suggests that serious dip buyers are not getting involved 📢The Chinese tech companies begin reporting their 4Q results in 2.5 we
Xiaomi - new call warrant available as stock hits 52-week low
🆕Macquarie Warrants has listed a new call warrant $XIAOMI MBeCW260703(PABW.SI)$ (https://warrants.com.sg/tools/livematrix/PABW) tracking $XIAOMI-W(01810)$ ✳The call warrant costs SGD 0.037 while Xiaomi shares trade at HKD 35.06 and will move approximately 5% for a 1% move in Xiaomi based on its effective gearing level as of 9AM this morning 📉Yesterday, Xiaomi shares hit a 52-week low to HKD 35.06 following the broad market selldown. According to Bloomberg's historical data, Xiaomi has the highest average 3-month return when the shares are sold to a new 52-week low ✂Last week, two analysts on the street lowered their price target on the stock, citing weaker earnings outlook and a longer wait for smartp
LATEST AS OF 3PM: Warrant investors may wish to note that HSI call warrant MXOW is now quoted on tight spreads with offer liquidity of 5M units once again, following a buy back of the warrants. Hence, the warrant is no longer sold out. Feel free to call us at 6601 0289 should you have further queries on the pricing of our warrants 🚫HSI warrant investors may wish to note that Macquarie's inventory on HSI call warrant $HSI 30200MBeCW260330(MXOW.SI)$ is sold out, and that the warrant is quoted on widened offer spreads with low offer liquidity volumes. The bid price however, will remain fair regardless of whether it is sold out or not, and will continue to move with the HSI futures according to its live matrix (https://warrants.com.sg/t
What will it mean to have KevinWarsh as Fed Chair?
📰As news came out that Trump's nomination for the next Fed Chair was economist Kevin Warsh, gold fell, longer-term Treasury yields rose and the US dollar climbed 🦅Traders may have assumed that Trump's pick was "hawkish" given that Warsh - who was on the Fed board from 2006-2011, had been openly critical of the Fed's loose view of monetary policy 🏦In fact, Warsh quit the board as the Fed continued its quantitative easing programme in 2011, arguing that the aggressive bond buying went too far and artificially depressed borrowing rates for extended periods. That, in turn, fanned Wall Street risk-taking while encouraging US lawmakers to pile on more debt, leading to what he called “monetary dominance,” in which financial markets become overly dependent on central-bank support (Bloomberg) 🔄Howe
⚠HSI warrant investors may wish to note that Macquarie's inventory on $HSI 26600MBePW260226(YL1W.SI)$ is almost fully sold out with inventory of just 2,000,000 units left ↔As such, the warrant is now quoted on widened offer spreads with low offer liquidity volumes of 500K units. ✅The bid price however, will remain fair regardless of whether it is sold out or not, and will continue to move with the HSI futures according to its live matrix (https://warrants.com.sg/tools/livematrix/YL1W). ✴✴Investors can consider switching into another HSI put warrant $HSI 25200MBePW260330(XQSW.SI)$ (https://warrants.com.sg/tools/livematrix/XQSW) or $HSI 28000MBePW260629(XEFW.S
Alibaba - summary of all the recent tailwinds for the stock
•Alibaba shares look set to extend its exuberant start to the year with a 19% year to date return with a 6% gain over the past five days •Trending Alibaba call warrant WLWW which has been seeing buying interest this year, has risen 100% from SGD 0.023 to SGD 0.046 as of yesterday, five times more than Alibaba's share price year to date return of 19% •Trending Alibaba put warrant 9POW (https://warrants.com.sg/tools/livematrix/9POW) is down 49% to SGD 0.049 over the same period •Just on Monday, Alibaba released its latest AI reasoning model Qwen3 Max Thinking •The model rivals the performance of Claude Opus 4.5, Gemini 3 Pro and GPT-5.2-Thinking-xhigh in solving science, math and coding questions •Alibaba had on 15 January announced the linking of its Taobao, Fliggy, and Alipay services to i
Harnessing the Year of the Horse - Investor education session on structured warrants
👩🏫Join us for an educational session with SGX Academy Trainer Binni Ong as she shares her approach to identifying short‑term market setups in the Year of the Horse. 🔑Learn about key market concepts, how structured warrants work, and practical tools to support informed decision‑making. 👩Jamie Chung, Head of Macquarie Warrants Singapore, will also explain the features and risks of structured warrants. Note: Structured warrants are high‑risk, leveraged products and may not be suitable for all investors. 💵Attend the webinar to participate in a pop quiz, where $5 vouchers will be awarded to five winners: https://www.sgxacademy.com/event/harnessing-the-year-of-the-horse-investor-education-session-on-structured-warrants/ *Terms and Conditions apply. Vouchers are sponsored by SGX.
Singapore banks 4Q25 preview – relative value plays in focus
🐰🐢While DBS is extending its outstanding share price performance from 2025, its peer UOB and OCBC are playing catch-up, fast. 💫Last Friday, OCBC and UOB touched new record highs. Both stocks have rallied 25% and 14% respectively over the last 12 weeks – and are amongst the top STI index gainers over the last 3 months - to catch up with DBS’ +29% gain in 2025. 🔝Consequently, OCBC and UOB call warrants have emerged amongst the top warrant gainers over the last 12 weeks with returns of +278.9% and 94.6% while a OCBC put warrant which fell 96.7% over this period, is the second worst performing warrant over the past 12 weeks 🗓How will the stocks move ahead of their upcoming earnings starting with DBS on 9 February 2026? 📝Macquarie Research (MQ) offers their view of the Singapore banks ahead of
Top mover alert: Baidu trades to highest level in almost 3 years - why?
🔝 $BIDU-SW(09888)$ shares gained as much as 4.3% today to HKD 160.90 this morning as its Wenxin Moment conference that’s expected to showcase the latest progress on the company’s AI model kicked off today 🔥Baidu shares are up 9.4% this week alone, taking its year-to-date gains to 21.1% ✳Trending Baidu call warrant $Baidu MB eCW260505(9KEW.SI)$ (https://warrants.com.sg/tools/livematrix/9KEW) is consequently up more than 5 times compared to Baidu's share price performance - +112.5% from SGD 0.056 at the end of Dec to this afternoon's SGD 0.119 (as of 155PM) 🚫There are no trending put warrants tracking Baidu shares 🤖Baidu shares are riding high on yesterday's Wall Street Journal report that its AI assist