Leona Tan

Investment Professional | Senior Portfolio Manager | Equities

[Leona Tan @LeonaTanSH]

Swedish battery maker Northvolt files for bankruptcy as cash runs out - https://t.co/dpvFvbek7Q

[App Economy Insights @EconomyApp]

$META Meta is testing its own AI training chip.

Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.

If the test is successful, Meta may scale production.

[Leona Tan @LeonaTanSH]

Citi cuts recommendation for US stocks as recession fears hit, lifts view on China https://t.co/cMLazEtlRm

[Leona Tan @LeonaTanSH]

China’s leading tech companies are rising as global contenders, as President Xi Jinping seeks to drive innovation and rejuvenate the nation’s economy. This renewed backing for the tech sector comes alongside a series of stimulus measures. https://t.co/FOU3yOmwlS

[Leona Tan @LeonaTanSH]

China targets 5% GDP growth for 2025 and raises its budget deficit to 4%, despite Trump’s new 20% tariffs. Beijing retaliates with up to 15% tariffs, export curbs on 15 firms, and adds 10 US companies to its unreliable entities list, targeting aerospace, defense, and drones.

[BYD @BYDCompany]

1,300 horsepower. 309 km/h top speed. 100% electric.

The YANGWANG U9 pairs cutting-edge electric technology with precision engineering, redefining what's possible in high-performance driving.

[Leona Tan @LeonaTanSH]

Baidu’s Apollo Go Robotaxi is on the track to achieve profitability with its advanced autonomous ride-hailing model and set sights on global expansion. #Baidu #Robotaxi #ChinaTech #EmergingAsia

[Baidu Inc. @Baidu_Inc]

During Baidu's Q4 2024 earnings call, our CEO Robin Li said, "This year will be a paramount year for our expansion" of Apollo Go to grow its fleet size and ride volumes faster than ever.

[Markets & Mayhem @Mayhem4Markets]

Many Chinese tech stocks have been on a tear since the DeepSeek news broke. $BABA is leading the pack, and a big reason for that is their Qwen AI LLMs are actually quite advanced, edging above $META's Llama in a number of benchmarks.

[Baidu Inc. @Baidu_Inc]

Tap, ride, arrive—Apollo Go robotaxis makes getting around the city safer and effortless.

Ready to provide rides for more passengers.

[App Economy Insights @EconomyApp]

$BABA Alibaba Q3 FY25 (ending Dec.):

• Revenue +8% Y/Y to $38.4B ($0.1B beat).
• Operating margin 15% (+6pp Y/Y).
• Free cash flow margin 14% (-8pp Y/Y).
• Non-GAAP EPADS $2.93 ($0.27 beat).

[Leona Tan @LeonaTanSH]

“Hong Kong is on track to becoming the world's largest cross-border wealth hub, as it is also a global financial centre. There are definitely a lot of investments that we will put in this market to support the growth,”said Group Chief Executive Elhedery https://t.co/3wwchcmsfs

[Leona Tan @LeonaTanSH]

Alibaba shares pop 11% in premarket after cloud unit, e-commerce growth push up quarterly profit.

[Alibaba Group @AlibabaGroup]

Eddie Wu, CEO of Alibaba Group, announced Alibaba Group’s December Quarter 2024 results, stating a strong quarter driven by the solid execution of the strategic priorities in core businesses and emphasizing the confidence to drive robust growth with a broader AI strategy.

Read the full transcript of Eddie Wu's call with investors after the announcement:
https://t.co/WMDpSHRm4w

#AlibabaGroup

[Leona Tan @LeonaTanSH]

Japan braces for BOJ to lift rates sooner and higher. Markets converging towards view BOJ will next hike in July. Bond yields rise on awareness BOJ might hike rates beyond 1%.
https://t.co/gQNrsVv4Dc

[Leona Tan @LeonaTanSH]

Chinese tech has finally caught up with the US Magnificent 7. A game-changer in the market dynamics. The competition just got a lot more interesting! #Tech #Innovation #ChineseTech #MarketShift”

[Leona Tan @LeonaTanSH]

UK assets plunged as deficit concerns mount. The pound hit a 1-year low against the dollar, 10-year gilt yields surged to 4.92%, and the FTSE 250 fell for a third straight day. #Markets #UK

[Leona Tan @LeonaTanSH]

Asset returns in 2024 were strong, except for long-duration Treasuries (-11.7%), US corporate bonds (-2.6%), and slight declines in short-term Treasurys. https://t.co/ffpYHDZbSP via @visualcap

What’s the outlook for US bonds in 2025? Learn more: https://t.co/B9j5Qw6rfc

[Leona Tan @LeonaTanSH]

Learn more: NVIDIA CEO Jensen Huang unveil groundbreaking RTX 50 series GPUs powered by the Blackwell architecture, Cosmos, and AI tools for PCs. https://t.co/nWm89AcxKS

[MediaTek @MediaTek]

MediaTek and @NVIDIA are collaborating on the design of the NVIDIA GB10 Grace Blackwell Superchip for NVIDIA Project DIGITS, a personal AI supercomputer. This collaboration will further our vision of making AI ubiquitous. Learn more: https://t.co/qstB3FwkKP

[Leona Tan @LeonaTanSH]

Indonesia formally joins BRICS group of emerging economies.

[Leona Tan @LeonaTanSH]

American companies account for 71.5% of the semiconductor industry's global market cap. After the U.S., Taiwan holds the second largest share of market value, largely thanks to TSMC. https://t.co/Tqwi6NIyWj via @visualcap

[Leona Tan @LeonaTanSH]

Google Search, also Google’s cash cow, is at risk of being broken up by the DOJ due to its monopoly. https://t.co/sJulhv8nIk