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02.12.25 - 18:42
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Börsenradio Schlussbericht, Di., 02.12.2025: Bitcoin-Erholung +4% und Bayer-Turnaround +11,5% - SBO Interview (BRN)
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Am Turnaround-Dienstag hellt sich die Stimmung an den Börsen auf: Die Bitcoin-Erholung von fast +4 % sorgt für Rückenwind an der Wall Street, die US-Indizes eröffnen im Plus. Der DAX schließt bei 23.711 Punkten, ein Plus von 0,5 %, auch EuroStoxx50, Anleihemarkt und Krypto stabilisieren sich. Etwas höhere Inflation in der Eurozone von 2,2 % schreckt die Anleger kaum, Entspannung kommt zudem von besser laufenden Anleiheauktionen in Japan. Im Fokus der Einzelwerte: Bayer nach der US-Unterstützung im Glyphosat-Streit mit Kursgewinnen von zeitweise bis zu +15 %, dazu neue CO2-Ziele bei BMW, ein Rumpfproblem bei Airbus A320, Stellenabbau und Streaming-Fokus bei RTL Deutschland sowie eine abgeschlossene Übernahme von Siemens-Gamesa-Geschäft durch ABB. Außerdem Thema im "Börsenradio to go"-Podcast: JD.com bei Ceconomy, Warner Bros mit Übernahmefantasie, KI-Zukauf bei Marvell und Interviews von SBO und innoscripta vom Eigenkapitalforum....
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02.12.25 - 09:00
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Research: JPM Ratings, TPs on Casinos (Table) (AAStocks)
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Shares | Ratings | Target prices (HK$)WYNN MACAU(01128.HK) | Overweight | 8.5 SANDS CHINA LTD(01928.HK) | Overweight | 24.5 GALAXY ENT(00027.HK) | Overweight | 50 MGM CHINA(02282.HK) | Overweight | 20 Melco Resorts & Entertainment Limited (MLCO.US)| Overweight | US$11SJM HOLDINGS(00880.HK) | Neutral | 2.5 MELCO INT'L DE......
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02.12.25 - 04:15
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Research: M Stanley Expects MO Dec GGR to Grow 22%, Favors MGM CHINA (AAStocks)
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Macau's November GGR reached MOP21.1 billion, up 14% YoY, surpassing the market expectation of a 10.5% increase, according to a Morgan Stanley research report.In Morgan Stanley's estimate, Macau's December GGR will grow by 22%, implying that the overall GGR for 4Q25 will increase by 17% YoY or 8% QoQ.In terms of stoc......
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30.11.25 - 05:06
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Cultural events a new growth driver for Shanghai, drawing overseas tourists (SCMP)
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International cultural events and relaxed visa rules are giving Shanghai's economy an additional impetus after the financial and commercial hub of mainland China reported buoyant growth in its major hi-tech industries.
The China Shanghai International Arts Festival (CSIAF), featuring 1,400 shows from operas and symphonies to ballets and musicals, generated consumption worth 4.4 billion yuan (US$620 million), up 10.2 per cent on year, according to the organisers.
The month-long festival ended on......
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27.11.25 - 08:00
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TRIP.COM-S' Trip.com Donates $10M for Fire in Tai Po (AAStocks)
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TRIP.COM-S (09961.HK)(TCOM.US)'s Trip.com announced a donation of $10 million to support emergency relief efforts for the fire at Wang Fuk Court in Tai Po, with an aim to assist affected residents and the community in overcoming the crisis. Trip.com will also continue to maintain close communication with the government and a......
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27.11.25 - 06:00
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Research: JPM Lists Top Picks for HK Stocks for 1Q26 (Table) (AAStocks)
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JPMorgan released its 2026 outlook report for Hong Kong stocks, listing its top picks for 1Q26:Stocks: Futu Holdings (FUTU.US)HKEX (00388.HK)AIA (01299.HK)GALAXY ENT (00027.HK)MGM China Holdings (2282.HK)TECHTRONIC IND (00669.HK)CHINA STATE CON (03311.HK)MTR CORPORATION (00066.HK)LINK REIT (00823.HK)HANG LUNG PPT (00101.HK)~AAST......
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27.11.25 - 06:00
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Research: JPM Lists Top Picks for CN Stocks in 1Q26 (Table) (AAStocks)
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JPMorgan released its Hong Kong stock market outlook report for 2026, listing the top picks for Chinese stocks in 1Q26:SharesBIDU-SW (09888.HK) NTES-S (09999.HK) MIDEA GP (000333.SZ)MIXUE GROUP (02097.HK)Pinduoduo (PDD.US) POP MART (09992.HK) TRIP.COM-S (09961.HK) TINGYI (00322.HK) Futu Holdings (FUTU.US) INNOVENT BIO (01801.HK)......
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26.11.25 - 15:51
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Yatra Strengthens Leadership for Next Phase of Growth (Business Wire)
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Elevates Co-Founder Dhruv Shringi to Executive Chairman; Appoints Siddhartha Gupta as CEO
GURUGRAM, India & NEW YORK--(BUSINESS WIRE)--$YTRA #B2BSaaS--Yatra Online, Inc. (NASDAQ: YTRA) (the “Company”), India's leading corporate travel services provider and one of India's leading online travel companies, today announced a strategic leadership transition to power its next phase of growth.
Yatra Co-Founder Dhruv Shringi, who has successfully steered the Company as Chief Executive Officer since inception, has now been elevated to the position of Executive Chairman of the Board. In this new role, he will guide Yatra's long-term vision with a sharp focus on global expansion, innovation, and shareholder value creation, working in close collaboration with the Board and leadership team.
The company also announced the appointment of Siddhartha Gupta as its new Chief Executive Officer, effective November 25, 2025. With over 25 years of experience in enterprise technology and B2B SaaS, Siddhartha brings proven...
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26.11.25 - 05:15
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Ex-Galaxy Entertainment Executive Raymond Voon to Join Sands China: Report (AAStocks)
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SANDS CHINA LTD (01928.HK) is reported to have undergone a personnel shake-up.Raymond Voon, who previously served as Senior Vice President of Corporate Clients at GALAXY ENT (00027.HK), will be joining Sands China as Senior Vice President of Marketing Strategy and Loyalty.The group stated that Voon brings 28 years of experience ......
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