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Investing Leon

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- Investing LeonInvesting Leon
  ·08-14 16:46
  Why Did CSOP Samsung Electronics Daily (2x) Leveraged Product Suddenly Surge? CSOP Samsung Electronics Daily (2x) Leveraged Product ($07747$) has surged 7.39% from today’s open so far.$南方两倍做多三星电子(07747)$$3倍做多韩国ETF-Direxion(KORU)$$韩国ETF-iShares MSCI(EWY)$ I believe there are several main reasons behind the move: 1. Samsung Electronics and Korean semiconductor stocks are rebounding strongly. Samsung Electronics, SK Hynix, and the broader Korean technology sector had suffered significant declines previously. Recently, however, risk appetite has recovered and capital has started flowing back into Korean semiconductor st
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- Investing LeonInvesting Leon
  ·08-12
  Tencent Music Plunged 12% Overnight: If Earnings Grew, What Spooked the Market?
  Tencent Music Entertainment (TME) fell 11.92% yesterday to close at $8.72, after touching an intraday low of $8.21. At first glance, the company’s earnings did not appear weak enough to justify such a sharp sell-off. So why did the stock tumble nearly 12% following the results? In the second quarter, TME generated RMB 8.93 billion in revenue, up 5.8% year over year and above market expectations. Revenue from music-related services increased 11% to RMB 7.61 billion, while membership revenue rose 8.1% to RMB 4.79 billion. Non-IFRS net profit increased 4.4% to RMB 2.69 billion. The problem is that markets do not simply price whether a company is growing. They price whether that growth is strong enough to justify its valuation. 1. Ximalaya contributed significantly to headline growth Ximalaya
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  Tencent Music Plunged 12% Overnight: If Earnings Grew, What Spooked the Market?
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CSOP Samsung Electronics Daily (2x) Leveraged Product ($07747$) has surged 7.39% from today’s open so far.<a target=\"_blank\" href=\"https://ttm.financial/S/07747\">$南方两倍做多三星电子(07747)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> I believe there are several main reasons behind the move: 1. Samsung Electronics and Korean semiconductor stocks are rebounding strongly. Samsung Electronics, SK Hynix, and the broader Korean technology sector had suffered significant declines previously. Recently, however, risk appetite has recovered and capital has started flowing back into Korean semiconductor st","listText":"Why Did CSOP Samsung Electronics Daily (2x) Leveraged Product Suddenly Surge? CSOP Samsung Electronics Daily (2x) Leveraged Product ($07747$) has surged 7.39% from today’s open so far.<a target=\"_blank\" href=\"https://ttm.financial/S/07747\">$南方两倍做多三星电子(07747)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> I believe there are several main reasons behind the move: 1. Samsung Electronics and Korean semiconductor stocks are rebounding strongly. Samsung Electronics, SK Hynix, and the broader Korean technology sector had suffered significant declines previously. Recently, however, risk appetite has recovered and capital has started flowing back into Korean semiconductor st","text":"Why Did CSOP Samsung Electronics Daily (2x) Leveraged Product Suddenly Surge? CSOP Samsung Electronics Daily (2x) Leveraged Product ($07747$) has surged 7.39% from today’s open so far.$南方两倍做多三星电子(07747)$$3倍做多韩国ETF-Direxion(KORU)$$韩国ETF-iShares MSCI(EWY)$ I believe there are several main reasons behind the move: 1. Samsung Electronics and Korean semiconductor stocks are rebounding strongly. Samsung Electronics, SK Hynix, and the broader Korean technology sector had suffered significant declines previously. Recently, however, risk appetite has recovered and capital has started flowing back into Korean semiconductor st","images":[{"img":"https://community-static.tradeup.com/news/7e4efd34ab86b94d57b550b7df005941","width":"1290","height":"2045"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596789201200160","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000540","authorId":"9000000000000540","name":"JesseBerkeley","avatar":"https://static.tigerbbs.com/3bf13db70d947837660ca66bb9b8e299","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000540","authorIdStr":"9000000000000540"},"content":"I added 07747 and the HBM angle is the whole bet for me. If Samsung keeps bouncing, this thing can get wild fast","text":"I added 07747 and the HBM angle is the whole bet for me. If Samsung keeps bouncing, this thing can get wild fast","html":"I added 07747 and the HBM angle is the whole bet for me. If Samsung keeps bouncing, this thing can get wild fast"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596106535654432,"gmtCreate":1786530509825,"gmtModify":1786531077244,"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"themes":[],"title":"Tencent Music Plunged 12% Overnight: If Earnings Grew, What Spooked the Market?","htmlText":"Tencent Music Entertainment (TME) fell 11.92% yesterday to close at $8.72, after touching an intraday low of $8.21. At first glance, the company’s earnings did not appear weak enough to justify such a sharp sell-off. So why did the stock tumble nearly 12% following the results? In the second quarter, TME generated RMB 8.93 billion in revenue, up 5.8% year over year and above market expectations. Revenue from music-related services increased 11% to RMB 7.61 billion, while membership revenue rose 8.1% to RMB 4.79 billion. Non-IFRS net profit increased 4.4% to RMB 2.69 billion. The problem is that markets do not simply price whether a company is growing. They price whether that growth is strong enough to justify its valuation. 1. Ximalaya contributed significantly to headline growth Ximalaya","listText":"Tencent Music Entertainment (TME) fell 11.92% yesterday to close at $8.72, after touching an intraday low of $8.21. At first glance, the company’s earnings did not appear weak enough to justify such a sharp sell-off. So why did the stock tumble nearly 12% following the results? In the second quarter, TME generated RMB 8.93 billion in revenue, up 5.8% year over year and above market expectations. Revenue from music-related services increased 11% to RMB 7.61 billion, while membership revenue rose 8.1% to RMB 4.79 billion. Non-IFRS net profit increased 4.4% to RMB 2.69 billion. The problem is that markets do not simply price whether a company is growing. They price whether that growth is strong enough to justify its valuation. 1. Ximalaya contributed significantly to headline growth Ximalaya","text":"Tencent Music Entertainment (TME) fell 11.92% yesterday to close at $8.72, after touching an intraday low of $8.21. At first glance, the company’s earnings did not appear weak enough to justify such a sharp sell-off. So why did the stock tumble nearly 12% following the results? In the second quarter, TME generated RMB 8.93 billion in revenue, up 5.8% year over year and above market expectations. Revenue from music-related services increased 11% to RMB 7.61 billion, while membership revenue rose 8.1% to RMB 4.79 billion. Non-IFRS net profit increased 4.4% to RMB 2.69 billion. The problem is that markets do not simply price whether a company is growing. They price whether that growth is strong enough to justify its valuation. 1. Ximalaya contributed significantly to headline growth Ximalaya","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596106535654432","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"idStr":"1436866998000","authorIdStr":"1436866998000"},"content":"Tencent Holdings announced that in the second quarter of 2026, the Group recorded negative free cash flow of RMB13.8 billion. This was due to net cash generated from operating activities of RMB52.7 billion, which was over-offset by capital expenditure payments of RMB59.3 billion, media content payments of RMB5 billion, and lease liability payments of RMB2.2 billion. Its operating cash flow included substantial AI-related prepayments used to provide infrastructure to support Hy model upgrades, WorkBuddy and CodeBuddy inference needs, WeChat AI initiatives, and the development of AI capabilities for our various products and services, while also meeting the continued growth in demand for our cloud services from external customers. Excluding prepayments for computing power procurement, our free cash flow was RMB37.6 billion.","text":"Tencent Holdings announced that in the second quarter of 2026, the Group recorded negative free cash flow of RMB13.8 billion. This was due to net cash generated from operating activities of RMB52.7 billion, which was over-offset by capital expenditure payments of RMB59.3 billion, media content payments of RMB5 billion, and lease liability payments of RMB2.2 billion. Its operating cash flow included substantial AI-related prepayments used to provide infrastructure to support Hy model upgrades, WorkBuddy and CodeBuddy inference needs, WeChat AI initiatives, and the development of AI capabilities for our various products and services, while also meeting the continued growth in demand for our cloud services from external customers. Excluding prepayments for computing power procurement, our free cash flow was RMB37.6 billion.","html":"Tencent Holdings announced that in the second quarter of 2026, the Group recorded negative free cash flow of RMB13.8 billion. This was due to net cash generated from operating activities of RMB52.7 billion, which was over-offset by capital expenditure payments of RMB59.3 billion, media content payments of RMB5 billion, and lease liability payments of RMB2.2 billion. Its operating cash flow included substantial AI-related prepayments used to provide infrastructure to support Hy model upgrades, WorkBuddy and CodeBuddy inference needs, WeChat AI initiatives, and the development of AI capabilities for our various products and services, while also meeting the continued growth in demand for our cloud services from external customers. Excluding prepayments for computing power procurement, our free cash flow was RMB37.6 billion."}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}