LB Morning Call | Investors bet on Fed policy U-turn next year, Boeing 777 accused of fuel tank explosion hazard

product groups.

2. Intel has received an order for MediaTek chips, and Intel will foundry for MediaTek to produce new chips for a series of intelligent edge devices.

3. Tesla suffered a $170 million impairment in the first half of this year due to Bitcoin price movements. Meanwhile, the company has received a second subpoena from the SEC regarding a 2018 tweet by its CEO, Elon Musk, about taking the company private.

4. US aviation regulators: Boeing 777 aircraft has a hidden danger of fuel tank explosion, urging airlines to quickly overhaul.

5. Walmart U.S. stocks fell more than 7% after the market, and Target fell more than 5% after the market. Walmart lowered its net profit guidance for the second quarter and fiscal year 2023. It is expected that operating profit in the second quarter and the full year will decline by 13% -14% and 11% -13% year over year, respectively, and earnings per share will decline by about 8% year over year. 9% and 11-13%.

6. NXP Semiconductors' second-quarter earnings per share are $2.53 and expected to be $2.44. Revenue is $3.312 billion, expected to be $3.265 billion. Net profit is $670 million, expected to be $640 million. Gross margin was 56.8%, compared with 54.8% in the same period last year. Third-quarter revenue is expected to be between $3.35 billion and $3.5 billion. NXP Semiconductors' U.S. shares fell more than 1 percent after hours.

7. Faraday Future: The FF 91 is expected to begin production and first deliveries in the U.S. in Q3 or Q4 of this year, with confidential discussions and negotiations with certain potential investors regarding a potential financing transaction. Seeking to raise more than $200 million in funding.

Hong Kong News

1. Suspected to be the second largest shareholder of SenseTime and a major SenseTime shareholder of SoftBank under Masayoshi Son, last Friday (22nd) took the opportunity to move 4.731 billion shares or 14.1% of large goods into the Central Clearing System ( CCASS ) to deploy and sell goods, based on the closing price of the day, The value of the goods is about 11.5 billion Hong Kong dollars.

2. Due to Bilibili's unauthorized large-scale provision of on-demand services for CBA competition videos to the public, CBA sued to the Beijing Intellectual Property Court and claimed 406 million yuan from Bilibili's operators, Shanghai Magic TV Information and Kuan Entertainment Digital. This is the largest amount claimed in a sports copyright infringement case in China, creating a history of sports copyright infringement cases.

3. Kaisa Group announced the progress of the restructuring, stating that the Group has entered into arrangements with certain domestic Financial Institution Groups to extend the term of certain of its existing borrowings. In addition, the brand side has been introduced to revitalize the construction and sales of certain projects.

Singapore News

1、Singapore Consumer prices rose 6.7% year over year in June, the biggest increase in more than 13 years, as private traffic and accommodation costs rose and core prices accelerated.

2. Lin Xiuxin, chief economist of OCBC Bank, believes that it is unlikely that the Singapore economy will fall into a technical recession in the second half of the year. Inflation is expected to peak in October or November, and then moderate slightly, but will not return to the low level before the epidemic..

3. Keppel data center real estate investment trust (Keppel DC REIT) issued results, as of the end of the first half of June, the dividend per unit increased by 2.5% year over year to 5.049 points, the distributable income increased by 8.2% year over year to 91.16 million yuan, and the total revenue increased by 0.3% year over year to 100 million 35.54 million yuan. The trust paid 4.924 cents per unit in the first half of last year, and the distributable income was 84.26 million yuan.

4. Mapletree Industrial Trust reported results on Monday (July 25), with total revenue up 31% to $100 million 67.81 million and net real estate income up 24% year over year to $100 million 29.9 million. In the first quarter, distributable income increased by 11.4% year over year to $92.14 million, and dividends per unit increased by 4.2% year over year to 3.49 cents.

5. OUE Commercial REIT's dividend per unit in the first half of the year to the end of June fell by 12.2% to 1.08 cents year over year, distributable income fell by 11.4% to 59.54 million yuan, and total income fell by 13.3% to 100 million 15.84 million yuan. The trust can distribute income of 67.21 million yuan in the first half of last year, and pay 1.23 cents per unit.

Macroeconomy

1. According to the CME "Fed Observation", the probability of the Fed raising interest rates by 75 basis points in July is 77.5%, and the probability of raising interest rates by 100 basis points is 22.5%; by September, the cumulative rate hike of 75 and 100 basis points The probability is 0%, the probability of accumulating 125 basis points is 49.6%, the probability of accumulating 150 basis points is 42.3%, and the probability of raising interest rates is 175 The probability of the basis point is 8.1%.

2. In the run-up to the Fed's July meeting, investors are making a rare bet that US interest rates will take a U-turn - raising rates more aggressively this year and cutting rates next year as the economy weakens.

3. BlackRock strategists expect more market volatility after the Fed raises interest rates by another 75 basis points this week. Volatility will continue until "the Fed makes a trade-off between economic growth and inflation". The Fed is expected to "tighten interest rates too much before changing its stance, causing serious damage to economic growth".

4. The U.S. Department of Energy plans to provide a $2.5 billion loan to a lithium battery plant jointly developed by General Motors (GM) and South Korea's LG Energy.

5. The Korean Patent Office will implement priority examination of semiconductor-related patents, and the patent examination time is expected to be greatly reduced from the current more than 12 months to 2.5 months. The Korean Patent Office will conduct a legislative notice in August, submit it to the State Council in September, and announce and implement it in October.

Reminders

07:50, the Bank of Japan announced the June monetary policy meeting notes

13:00, Singapore industrial output in June

21:00, US May S Price P/CS20 Large City House Price Index

22:00, US new home sales in June

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