Сигналы
7
#764
Альфа-оценка 40.2
Georges Elhedery
CEO, HSBC
Винрейт
28.6%
доходность
+0.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
14 апр
$16.17
-20.0%
Intraregional trade in Asia is growing exponentially and will add 1.8% to the region's GDP on top of natural growth, benefiting countries like India, Vietnam, and Indonesia due to supply chain diversification and manufacturing shifts from trends like China plus one.
Фондовые индексы
Лонг
14 апр
$49.70
-0.3%
Intraregional trade in Asia is growing exponentially and will add 1.8% to the region's GDP on top of natural growth, benefiting countries like India, Vietnam, and Indonesia due to supply chain diversification and manufacturing shifts from trends like China plus one.
Фондовые индексы
Лонг
14 апр
$18.43
-1.6%
Intraregional trade in Asia is growing exponentially and will add 1.8% to the region's GDP on top of natural growth, benefiting countries like India, Vietnam, and Indonesia due to supply chain diversification and manufacturing shifts from trends like China plus one.
Тематические ETF
Лонг
25 фев
$94.20
+9.8%
CEO states they are "confident in our ability to meet our upgraded targets," raised dividends by 14%, and sees Hong Kong commercial real estate showing "signs of normalization." The bank is aggressively returning capital to shareholders (dividends/buybacks) while the CEO calls the bottom on their biggest risk exposure (HK Real Estate). If the HK cycle turns, the stock re-rates higher. LONG (Yield + Turnaround play). Further deterioration in the Chinese economy or HK property market.
CEO states they are "confident in our ability to meet our upgraded targets," raised dividends by 14%, and sees Hong Kong commercial real estate showing "signs of normalization." The bank is aggressively returning capital to shareholders (dividends/buybacks) while the CEO calls the bottom on their biggest risk exposure (HK Real Estate). If the HK cycle turns, the stock re-rates higher. LONG (Yield + Turnaround play). Further deterioration in the Chinese economy or HK property market.
Банки
Лонг
14 апр
$28.69
-3.4%
Intra-regional trade in Asia is growing exponentially, driven by supply chain diversification and resilience, adding 1.8% to regional GDP and benefiting specific countries like India, Vietnam, Indonesia, Thailand, and Malaysia through increased investment, employment, and growth.
Фондовые индексы
Лонг
14 апр
$73.13
-1.8%
Intra-regional trade in Asia is growing exponentially, driven by supply chain diversification and resilience, adding 1.8% to regional GDP and benefiting specific countries like India, Vietnam, Indonesia, Thailand, and Malaysia through increased investment, employment, and growth.
Фондовые индексы
Лонг
27 мар
$641.59
+18.7%
Buy the dip in broad equities as the recent sell-off due to geopolitical fears is overdone.
Фондовые индексы
Показано 7 из 7 коллов · сортировка по упоминаниям
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У Georges Elhedery на Buzzberg отслеживается 7 торговых идей по 7 тикерам с февраля 2026. #764 в рейтинге Buzzberg Alpha. Чаще всего покрывает: EIDO, VNM, HSBC.
