Jeanny Yu (@JeannyYu) header
Jeanny Yu (@JeannyYu) profile picture

Jeanny Yu

@JeannyYu

amateur painter | Cover equities @BloombergNews | Opinions are my own

 Hong Kong
Joined January 2010
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  • Followers501
Had a lot of fun in 2022 editing this daily column about @technology stocks with @RyanVlastelica @Subrat_Patnaik @jwittenstein @Thyagu @JeannyYu @yiqinsh @deyesha @BTLipschultz @divyabalji @catkngai. For the penultimate edition of the year, a look back bloomberg.com/news/articles/…
Fallen FAANGs, Nasdaq Wipeout, Value Rally Mark 2022 for Tech Stocks

Fallen FAANGs, Nasdaq Wipeout, Value Rally Mark 2022 for Tech Stocks

Investors will remember 2022 as the year when the narrative around Big Tech finally cracked, ending a years-long stretch of powerful market leadership. Next year offers few signs of relief.

bloomberg.com
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Mr Hong is one of the smartest strategists I’ve ever met in my career. He has his way of interpreting market, he connects dots, his charts are impressive, his English reports have the best quality among non-native. He predicted the 2015 crash. I can carry on. Opinions are my own
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Traders looking to cash in on the wild swings in Chinese internet stocks this week are betting that the two biggest firms will run in opposite directions via @JeannyYu @alfredliuhk bloomberg.com/news/articles/… via @markets
Traders Are Betting on Tencent Over Alibaba as Stocks Swing

Traders Are Betting on Tencent Over Alibaba as Stocks Swing

Traders looking to cash in on the wild swings in Chinese internet stocks this week are betting that the two biggest firms will run in opposite directions.

bloomberg.com
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Retail investors are starting to count their losses after regulators suspended the $34.5 billion deal days before trading was due to start bloomberg.com/news/articles/… via @business @JeannyYu @ecadman
A $3 Trillion Investor Craze Implodes After Ant’s IPO Bust

A $3 Trillion Investor Craze Implodes After Ant’s IPO Bust

bloomberg.com
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Chinese day traders have called it. A stock whose name sounds like 'Trump Wins Big' in Mandarin ('Chuan Da Zhi Sheng') has jumped almost 10% today. bloomberg.com/news/articles/… by @JeannyYu
Image from Tracy Alloway (@tracyalloway)
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A relic from Oct. 27, 2020. China markets bet on Ant’s first-day pop in HK and we all lost @markets – at Central & Western District, Hong Kong
Image from Sofia Horta e Costa (@SofiaHCBBG)
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The Ant IPO is fascinating. One of the few IPOs *without* cornerstone investors (they don't think they need 'em) and brokerages are offering retail investors 20x leverage (because the stock is definitely going to pop) bloomberg.com/news/articles/… by @JeannyYu
Brokers Offer 20 Times Leverage for ‘Deal of Decade’ Ant IPO

Brokers Offer 20 Times Leverage for ‘Deal of Decade’ Ant IPO

Hong Kong stockbrokers are so confident Ant Group’s blockbuster IPO will go smoothly that they’re offering to let mom-and-pop investors buy the stock with as much as 20 times leverage.

bloomberg.com
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Brokers are offering 20x leverage for Ant's IPO. Latest from @JeannyYu and @DavidJWat for @markets bloomberg.com/news/articles/…
Brokers Offer 20 Times Leverage for ‘Deal of Decade’ Ant IPO

Brokers Offer 20 Times Leverage for ‘Deal of Decade’ Ant IPO

Hong Kong stockbrokers are so confident Ant Group’s blockbuster IPO will go smoothly that they’re offering to let mom-and-pop investors buy the stock with as much as 20 times leverage.

bloomberg.com
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Remember, @JeannyYu wrote about Alibabatrage 3 months ago. bloomberg.com/news/articles/…
Traders Scent Profit Opportunity Working Alibarbitrage

Traders Scent Profit Opportunity Working Alibarbitrage

There’s a relatively low-risk way to gain from Alibaba Group Holding Ltd.’s stock should a rush of passive funds push up its valuation in Hong Kong.

bloomberg.com
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The 50-year old Hang Seng Index is poised to embrace change, and it couldn’t come soon enough for investors forced to put up with years of dismal underperformance bloomberg.com/news/articles/… via @markets
Hang Seng Index Set for Major Revamp That Paves Way for Alibaba

Hang Seng Index Set for Major Revamp That Paves Way for Alibaba

The 50-year old Hang Seng Index is poised to embrace change, and it couldn’t come soon enough for investors forced to put up with years of dismal underperformance.

bloomberg.com
Time for Hong Kong to shine. Alibaba exchange arbitrage could get interesting thanks to a change in Hong Kong's index bloomberg.com/news/articles/… via @markets
Traders Scent Profit Opportunity Working Alibarbitrage

Traders Scent Profit Opportunity Working Alibarbitrage

There’s a relatively low-risk way to gain from Alibaba Group Holding Ltd.’s stock should a rush of passive funds push up its valuation in Hong Kong.

bloomberg.com
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Fion Li@fion_li3 Apr 2020
The fallout from #LuckinCoffee Inc.’s accounting scandal is renewing concerns about Chinese corporate governance bloomberg.com/news/articles/… via @BloombergDeals @business @JeannyYu @DanielaWei0523 #China
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Hong Kong is the rare place where dividend bets aren't being slashed bloomberg.com/news/articles/… via @markets

Hong Kong Dividend Traders Already Priced In HSBC’s Big Cut

Payments to shareholders by Hong Kong companies will be better than elsewhere, dividend futures show, even if one of the city’s biggest stocks won’t be handing out cash this year.

bloomberg.com
In Hong Kong, investors are braving the unprecedented to time a good entry point for stocks, write @JeannyYu @hwang61 for @markets bloomberg.com/news/articles/…
History on Side of Hong Kong Stocks Priced Near All-Time Low

History on Side of Hong Kong Stocks Priced Near All-Time Low

As markets in New York, Sydney and London tumble in ways rarely seen before in history, trying to time a good entry point for stocks may seem like a futile exercise right now.

bloomberg.com
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Reminds me of a favourite story I helped write with @JeannyYu @katiadmi on how the stock market shenanigans at a Hong Kong listed ginseng broker nearly upended the Canadian ginseng market bloomberg.com/news/features/…
This Hong Kong Company Upset Canada's Ginseng Industry

This Hong Kong Company Upset Canada's Ginseng Industry

Canadian farmers feel meltdown effects from the other side of the world

bloomberg.com
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Hong Kong's muted stock swings stand out amid the global turbulence bloomberg.com/news/articles/… via @markets
Hong Kong’s Stocks Become Rare Shelter From Global Volatility

Hong Kong’s Stocks Become Rare Shelter From Global Volatility

Hong Kong’s highly liquid stock market is not usually associated with stability during a global rout, but that’s the status it’s acquired amid expectations Chinese stimulus will support valuations.

bloomberg.com
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Here’s what analysts are saying about Hong Kong stocks for 2020 bloomberg.com/news/articles/… via @markets

Here’s What Analysts Say About Hong Kong Stocks for 2020

Hong Kong stocks will likely deliver few positive surprises next year after a meek 2019.

bloomberg.com
Hang Seng turns 50 on Sunday. The index has served as a yardstick for Hong Kong’s rise and its rebounds from various crises. bloomberg.com/news/articles/… via @markets
16,700% Return in 50 Years Makes Hang Seng Index World’s Best

16,700% Return in 50 Years Makes Hang Seng Index World’s Best

A mirror to Hong Kong’s fortunes since its 1969 launch, the Hang Seng Index has also become a reflection of China’s economic rise.

bloomberg.com
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A Hong Kong stock plunges 91% after being targeted by a short seller bloomberg.com/news/articles/… via @markets
Hong Kong Stock Plunges 91% After Short Seller Aandahl’s Attack

Hong Kong Stock Plunges 91% After Short Seller Aandahl’s Attack

A Chinese furniture maker plunged as much as 91% before the stock was suspended in Hong Kong, after being targeted by short seller Soren Aandahl.

bloomberg.com
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The world's best-performing stock wipes out 3800% gain within minutes bloomberg.com/news/articles/… via @markets
The World's Best-Performing Stock Just Crashed After Soaring 3,800%

The World's Best-Performing Stock Just Crashed After Soaring 3,800%

MSCI Inc. scrapped plans to add a high-flying Hong Kong stock to its indexes because of concerns about investability, a rare reversal that sent the stock plunging 98%.

bloomberg.com
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