慎三思

随着去年9月末以来宏观政策基调转向，近期部分经济高频数据已出现改善的迹象。当前正值A股年报预告密集披露期，投资者十分关注上市公司基本面变化情况。为了更早地感知到上市公司业绩的可能变化，本文通过观察已经披露的年报预告数据来对A股业绩进行分析。 目前已披露的数据显示全A盈利小幅回落。参考上交所和深交所对上市公司披露业绩预告的要求，净利润为负值、净利润与上年同期相比上升/下降50%以上、或者实现扭亏为盈的，强制要求在1月末前披露年报预告。率先披露的公司往往业绩表现波动较大，而不强制披露的公司业绩相对稳定，因此年报预告数据为我们提供了提前感知上市公司整体业绩变化的 “前哨”。 从已披露数据看，24Q4

IHSG Melemah ke 7.540 Terseret Lapkeu Big Bank yang Kurang Menggembirakan (foto mnc media) IDXChannel - IHSG sesi I ditutup melemah 0,87 persen ke level 7.540,47 pada perdagangan Rabu ini (30/10/2024). "Pelemahan ini disebabkan rilis laporan keuangan (lapkeu) yang kurang positif dari perusahaan perb

SkenarioJangka waktuMingguanRekomendasiBELI BERHENTITitik Masuk196.05Ambil Untung213.00Hentikan Kerugian192.00Tingkat Kunci169.00, 189.00, 196.05, 213.00Skenario alternatifRekomendasiJUAL BERHENTITitik Masuk188.95Ambil Untung169,00Hentikan Kerugian194.00Tingkat Kunci169.00, 189.00, 196.05, 213.00Gen

The New Zealand Dollar (NZD) is likely to trade in a range between 0.6035 and 0.6090. In the longer run, NZD is likely to decline further; the level to watch is 0.6005, UOB Group’s FX analysts Quek Ser Leang and Peter Chia note. Level to watch is 0.6005 24-HOUR VIEW: “NZD dropped sharply in early As

美国8月PPI数据显示通胀正在降温，上周首次申请失业救济人数为三周来首次上升，市场小幅上调对美联储激进降息的押注。隔夜美股齐涨，科技股推动标普四连涨。 今日美股盘前，三大指数期货多数小幅走高，科技股涨势温和。发布业绩后，甲骨文涨超6%，Adobe跌近9%。陷罢工风波，波音跌近4%。 欧股主要股指小幅高开，亚太股指整体波动不大。今日午后，现货黄金价格盘中突破2570美元/盎司，再创历史新高。 【16：47更新】 美股盘前，纳指期货几乎持平，道指期货涨0.1%，标普500指数期货涨0.14%。 热门科技股盘前小幅上涨，谷歌涨0.7%，特斯拉涨近0.2%。 甲骨文盘前涨超6%，云收入前景更乐观，甲骨

Marketwire melaporkan bahwa beberapa analis melihat masalah serius dengan penutupan mendadak ladang Minyak Libya karena mereka memproduksi Minyak Mentah Ringan Manis yang banyak diminati di pasar.Data terbaru Tiongkok menunjukkan bahwa perusahaan penyuling minyak mentah Tiongkok sedang berjuang deng

There is a chance for the Euro (EUR) to dip to 1.0790 before the risk of a more sustained rebound increases. The major support at 1.0760 is unlikely to come under threat, UOB Group FX analysts Quek Ser Leang and Lee Sue Ann note. EUR may dip towards 1.0790 in short term 24-HOUR VIEW: “When EUR was t

USD/CNY đã giảm mạnh sau khi giảm từ 7,2760. Nó đã giảm xuống dưới 200-DMA (7,2200) trong thời gian ngắn. Hiện tại, nó đang giao dịch tăng, nhưng sẽ rất thú vị khi xem liệu cặp tiền này có thể thiết lập lại trên đường xu hướng ở mức 7,2610 hay không, các chiến lược gia FX của Societe Generale lưu ý.