[Award Announcement] NiuNiu Co-Creation Camp: Share the business metrics you're focused on!
Hello, fellow investors! Thank you all for participating in the event.>>[NiuNiu Co-Creation Camp] When you follow a company, what do you pay the most attention to?<<With active participation, the event organizer has received many business operation data indicators that fellow investors hope Niuniu will add, as well as many inspiring suggestions and advice~
Each fellow investor who participates in the activity will receive 99 points as a reward. In addition, the event organizer will select five insightful or advisory posts and award them with NiuNiu figurines.
Upon seeing this feature, I immediately analyzed the operating data of my top holding, $Xiaomi Group-W (01810.HK)$. Xiaomi's main businesses are currently divided into three major segments: smartphones, IoT, and the internet. Among these, smartphones and IoT account for over 90%. Futubull's distinctive operating data mainly include four metrics: smartphone shipments, smartphone market share, the number of active MIUI users, and the number of connected devices. The first two are core operating metrics for the smartphone business, while the latter two are core metrics for the IoT business. It's truly comprehensive. In addition, Futu has thoughtfully provided explanations for each metric, which is very user-friendly. In essence, these four metrics can basically give a clear picture of Xiaomi's smartphone and IoT businesses: 1) Smartphone shipments were very strong in 2021 but slowed down in 2022; 2) The number of IoT users and the number of connected devices have been steadily increasing.
Douyin livestream data for New Oriental Online.
In addition, let's discuss the framework for other stocks in more detail: (1) the company's self-assessment and product information; (2) information on the company's bidding activities, recruitment announcements, and other related matters; (3) competitor information—for example, in their annual reports, companies typically analyze the industries in which they operate and list details about their competitors; (4) the company's position within the industry value chain; and (5) the degree of dependence on individual suppliers and downstream distribution channels.
I'd like to learn more about the supply chain, table turnover rate, and foot traffic at dine-in locations for certain restaurant stocks, such as $Xipubuxipu (00520.HK)$. For today's restaurant operators, building a robust supply-chain system is actually quite common. For instance, many chain restaurants are strengthening supply-chain control by establishing central kitchens. Looking ahead, it's likely that more financially strong restaurant groups will ramp up efforts to develop and integrate upstream and downstream players in the supply chain, enabling them to better manage raw-material costs and mitigate the impact of price fluctuations on their operations—this is becoming a key objective for many in the industry.
We hope to see certain shipping indices, such as the Baltic Dry Index, the number of export destinations, and the trade surplus—key operational metrics. Given the profound impact these shipping indices have on shipping stocks, including companies like Orient Overseas and Pacific Basin Shipping, gaining full visibility into these metrics will enable effective risk management.
I'd like to learn about $China Rareearth (00769.HK)$. I want to understand the rare earth price index published by the China Rare Earth Industry Association. With most rare earth businesses poised to fully resume work and production, supply has even contracted. As a result, rare earth prices continue to rise, making it difficult to ease the short-term supply-demand imbalance. Institutions believe that, as an important strategic resource, rare earths will see increased exports and significant restocking pressure in the short term, keeping prices at high levels. In the future, rare earths may follow the historical pattern of surging demand for lithium and cobalt.
Once again, thank you, fellow investors, for your feedback and suggestions on the [Operating Data] feature. See you at the next Bull Bull Co-Creation Camp!
Activity Leader willWithin 5 business daysContact the fellow investor who wins a physical prize. Please pay attention to Niuniu's private message. The point rewards for this event will also beWithin 10 business daysDistribute~
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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