Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Equity Bottom-Up

<ul><li>The looming threat of a business ban on TikTok in the United States is driving millions of users and advertisers to seek alternatives to the popular short video platform, presenting a significant opportunity for rivals such as YouTube and Meta.</li><li>Data released by Sensor Tower in March indicates that, over the past 90 days, nearly 94% of TikTok users in the U.S. have begun using Alphabet’s YouTube.</li><li>Additionally, 80% of TikTok users have shifted their attention to Instagram, 68% to Facebook, and 55% to Snapchat.</li></ul>

The looming threat of a business ban on TikTok in the United States is driving millions of users and advertisers to seek alternatives to the popular short video platform, presenting a significant opportunity for rivals such as YouTube and Meta.Data released by Sensor Tower in March indicates that, over the past 90 days, nearly 94% of TikTok users in the U.S. have begun using Alphabet’s YouTube.Additionally, 80% of TikTok users have shifted their attention to Instagram, 68% to Facebook, and 55% to Snapchat.

Rivals Vie to Fill Market Void as U.S. Business Ban Looms Over TikTok 

<ul>
<li>
Huawei Technologies Co. Ltd. on Thursday launched the latest version of its own operating system — HarmonyOS NEXT, which will no longer support Android apps and can only accommodate apps specifically developed for it.</li>
<li>The Chinese telecom equipment giant said the Beta version for developers will be released in the second quarter, and the general version for consumers in the fourth quarter.</li>
<li>Insiders from Huawei expect the new Mate smartphones to be released in the second half with the HarmonyOS NEXT installed.</li>
</ul>



Huawei Technologies Co. Ltd. on Thursday launched the latest version of its own operating system — HarmonyOS NEXT, which will no longer support Android apps and can only accommodate apps specifically developed for it.
The Chinese telecom equipment giant said the Beta version for developers will be released in the second quarter, and the general version for consumers in the fourth quarter.
Insiders from Huawei expect the new Mate smartphones to be released in the second half with the HarmonyOS NEXT installed.


Huawei’s Latest Operating System Completely Breaks with Android  

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

<ul><li>Topline grew +9% FXN. While Google Services revenue growth was flat in 1Q’23, it was 5.5% YoY in 2Q’23, with growth re-accelerating in every component of Google Services.</li><li>Despite cost optimization efforts by customers, Google Cloud maintained its momentum with ~28% YoY growth (same as it was in 1Q’23).</li><li>So, on an apple-to-apple basis, Google Services margin would be slightly lower this quarter than reported (say, ~$500 Mn opex for Google Brain).</li></ul>

Topline grew +9% FXN. While Google Services revenue growth was flat in 1Q’23, it was 5.5% YoY in 2Q’23, with growth re-accelerating in every component of Google Services.Despite cost optimization efforts by customers, Google Cloud maintained its momentum with ~28% YoY growth (same as it was in 1Q’23).So, on an apple-to-apple basis, Google Services margin would be slightly lower this quarter than reported (say, ~$500 Mn opex for Google Brain).

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>After losing nearly a third of its value, Amazon looks more attractive than a year ago.</li>
<li>Investors should be mindful of recency bias when evaluating Amazon's share price attractiveness.</li>
<li>The unique business model also poses some risks that should be considered regardless of one's investment horizon.</li>
</ul>


After losing nearly a third of its value, Amazon looks more attractive than a year ago.
Investors should be mindful of recency bias when evaluating Amazon's share price attractiveness.
The unique business model also poses some risks that should be considered regardless of one's investment horizon.


Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

<ul>
<li>Microsoft is improving its search market share, according to analysts.</li>
<li>The arrival of ChatGPT hammered Alphabet stock may be ahead as revenue effects sink in, says analyst.</li>
<li>The company is also improving its market share and improving its search market share.</li>
</ul>


Microsoft is improving its search market share, according to analysts.
The arrival of ChatGPT hammered Alphabet stock may be ahead as revenue effects sink in, says analyst.
The company is also improving its market share and improving its search market share.


United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

Rivals Vie to Fill Market Void as U.S. Business Ban Looms Over TikTok

The looming threat of a business ban on TikTok in the United States is driving millions of users and advertisers to seek alternatives to the...

Caixin Global

Huawei’s Latest Operating System Completely Breaks with Android

Huawei Technologies Co. Ltd. on Thursday launched the latest version of its own operating system — HarmonyOS NEXT, which will no longer support...

Caixin Global

Alphabet 2Q'23 Earnings Update

Topline grew +9% FXN. While Google Services revenue growth was flat in 1Q’23, it was 5.5% YoY in 2Q’23, with growth re-accelerating in every...

MBI Deep Dives

Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks

After losing nearly a third of its value, Amazon looks more attractive than a year ago.Investors should be mindful of recency bias when evaluating...

Vladimir Dimitrov, CFA

Google Stock Could Be Losing Its Moat

Microsoft is improving its search market share, according to analysts. The arrival of ChatGPT hammered Alphabet stock may be ahead as revenue...

Kevin George

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