Top mover alert: Xiaomi's product launch day turns into a sell-off; SATs rise most in 2 months on cargo demand surge

Macquarie Warrants Singapore
09-07

▶Xiaomi shares $XIAOMI-W(01810)$ are trading down 3.9% to HKD 27.30 as of 1120AM, surrendering all 3.6% gains from last Friday and more

Consequently, Macquarie's trending Xiaomi call warrant $XIAOMI MBeCW270105(MCEW.SI)$ (https://warrants.com.sg/tools/livematrix/MCEW) is down 19.4% to SGD 0.029

🏁Today is Xiaomi's major product launch event, featuring the Skynomad N70 Pro/Max and N90 Max SUVs, the Xiaomi 18 Fold smartphone, and the new Xring O3 AI chip

Prior to today's event, its share price had been lifted after news that Xiaomi had signed MoUs with eight German dealership groups at IFA Berlin and announced plans to launch EVs in Europe in 2027

The company also announced battery supply partnerships with CALB and Sunwoda (Bloomberg)

❗Investors may wish to pay heed to Xiaomi's 50-day moving average of HKD 26.81 as a possible test of support

▶Elsewhere, $SATS(S58.SI)$ is gaining as much as 3.4% today to $4.01 as of 1130AM, its most in over two months, after CEO Kerry Mok told the Financial Times that the company is seeing a surge in cargo demand driven by US energy companies flying machinery and materials to the Middle East to rebuild infrastructure impacted by the Iran war

According to the news report, SATS reportedly chartered as many as 50 flights per weekMoody assigned a (P)A3 rating to SATS' new MTN programme on 3 Sep, adding a credit quality tailwind for the stock

📈Technically, SATS is now trading above the 200D MA of $3.88. The next possible targest include its 50-day moving average of $4.48, and the 52-week high at $4.96

🔝Macquarie's SATS calls are amongst the top warrant gainers today, with gains as much as 36.3%. Trending SATS call $SATS MB eCW270212(DRYW.SI)$ (https://warrants.com.sg/tools/livematrix/DRYW) is up 11.7% to SGD 0.019

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