Nickoky personal page - To The Moon

Nickoky

Nickoky

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2021-12-20

Wow pw what a beautiful day

2021-06-12

Anyone keen on biblical responsible investing principle. Let me know below

2021-06-07

Amazing returns !!!

2021-05-28

BYND to the moon

2021-05-26

I am thinking of rebalancing my portfolio. Tell meyours below!

2021-05-25

Tsla to the moon

2021-05-24

SE TO BUY OR TO SELL

2021-05-23

Anyone would average down on their TSLA

2021-05-22

Beyond meat is an amazing company to be part of

2021-05-21

Tesla to the moon

2021-05-19

Market trading sideways. Your thoughts and action plans

2021-05-17

amazing

2021-05-16

Tesla to the moon

2021-05-16

Beyond meat the next trillion dollar opportunity

2021-05-15

Laser eyes

2021-05-11

Started a new position on $BYND. How about y’all ?

2021-05-09

Wow tesla to the moon

2021-05-02

Been tough but long $TSLA & $PLTR

2021-04-25

Tesla to the moon after q1

2021-04-13

Grab going to ipo. Thoughts

Go to Tiger App to see more news

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nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355284782","repostId":"355215225","repostType":1,"repost":{"id":355215225,"gmtCreate":1617075295067,"gmtModify":1715722300232,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"先聲藥業：創新“成色”亮眼，未來可期","htmlText":"3月25日晚間，先聲藥業（2096.HK）發佈2020年業績情況。次日公司股價高開，截止收盤公司股價8.14港元/股，最高漲幅達到5.58%。這是先聲港股上市以來首次披露年報，內有多項年度進展通報以及研發管線詳細介紹，如何解讀這份年報以及看待現在的先聲？資本市場已經給予了最直接的迴應。圖表一：公司股價走勢圖數據來源：WIND，格隆彙整理佈局三大領域，創新“成色”亮眼從公司業績來看，在新冠疫情大考之下，公司依舊保持高研發投入，創新“成色”表現亮眼。2020年公司營業收入45.09億元，淨利潤6.64億元。研發投入11.42億元，研發投入同比增長59.4%，佔全年收入25.3%，同比增長11.19pp。其中，2020年創新藥收入佔總收入的45.1%，同比增長12.2%，其研發投入和創新藥佔比，已呈現明顯的正向關聯和良性循環態勢。圖表二：公司營業收入與創新藥收入情況（圖左）與研發支出（圖右）數據來源：WIND，格隆彙整理對於先聲藥業而言，公司在2020年獲得了多個主要里程碑事件。值得關注的是，公司共計有3款藥品獲批上市，其中包括：一類創新藥先必新（依達拉奉右茨醇注射用濃溶液）獲批上市並進入2020年國家新醫保目錄，進口創新藥恩瑞舒（阿巴西普注射液）獲批上市，以及艾捷維（枸櫞酸託法替布片）獲批上市並進入2020年國家新醫保目錄。另外，公司獲得了5個臨牀批件/臨牀默示許可、1個已上市創新藥新適應症拓展臨牀批件和2個產品獲批一致性評價。圖表三：公司在2020年主要里程碑事件數據來源：公司公告，格隆彙整理公司的主要收入來自於已上市產品的銷售，主要覆蓋領域包括腫瘤疾病、中樞神經系統疾病、自身免疫性疾病，具有多元化的產品組合，多項產品具有FIC/BIC屬性。2020年，公司在腫瘤疾病領域收入12.55億元，佔總收入的27.8%，主要包括恩度（重組人血管內皮抑制素注射液）、捷佰舒（注射用奈達鉑","listText":"3月25日晚間，先聲藥業（2096.HK）發佈2020年業績情況。次日公司股價高開，截止收盤公司股價8.14港元/股，最高漲幅達到5.58%。這是先聲港股上市以來首次披露年報，內有多項年度進展通報以及研發管線詳細介紹，如何解讀這份年報以及看待現在的先聲？資本市場已經給予了最直接的迴應。圖表一：公司股價走勢圖數據來源：WIND，格隆彙整理佈局三大領域，創新“成色”亮眼從公司業績來看，在新冠疫情大考之下，公司依舊保持高研發投入，創新“成色”表現亮眼。2020年公司營業收入45.09億元，淨利潤6.64億元。研發投入11.42億元，研發投入同比增長59.4%，佔全年收入25.3%，同比增長11.19pp。其中，2020年創新藥收入佔總收入的45.1%，同比增長12.2%，其研發投入和創新藥佔比，已呈現明顯的正向關聯和良性循環態勢。圖表二：公司營業收入與創新藥收入情況（圖左）與研發支出（圖右）數據來源：WIND，格隆彙整理對於先聲藥業而言，公司在2020年獲得了多個主要里程碑事件。值得關注的是，公司共計有3款藥品獲批上市，其中包括：一類創新藥先必新（依達拉奉右茨醇注射用濃溶液）獲批上市並進入2020年國家新醫保目錄，進口創新藥恩瑞舒（阿巴西普注射液）獲批上市，以及艾捷維（枸櫞酸託法替布片）獲批上市並進入2020年國家新醫保目錄。另外，公司獲得了5個臨牀批件/臨牀默示許可、1個已上市創新藥新適應症拓展臨牀批件和2個產品獲批一致性評價。圖表三：公司在2020年主要里程碑事件數據來源：公司公告，格隆彙整理公司的主要收入來自於已上市產品的銷售，主要覆蓋領域包括腫瘤疾病、中樞神經系統疾病、自身免疫性疾病，具有多元化的產品組合，多項產品具有FIC/BIC屬性。2020年，公司在腫瘤疾病領域收入12.55億元，佔總收入的27.8%，主要包括恩度（重組人血管內皮抑制素注射液）、捷佰舒（注射用奈達鉑","text":"3月25日晚間，先聲藥業（2096.HK）發佈2020年業績情況。次日公司股價高開，截止收盤公司股價8.14港元/股，最高漲幅達到5.58%。這是先聲港股上市以來首次披露年報，內有多項年度進展通報以及研發管線詳細介紹，如何解讀這份年報以及看待現在的先聲？資本市場已經給予了最直接的迴應。圖表一：公司股價走勢圖數據來源：WIND，格隆彙整理佈局三大領域，創新“成色”亮眼從公司業績來看，在新冠疫情大考之下，公司依舊保持高研發投入，創新“成色”表現亮眼。2020年公司營業收入45.09億元，淨利潤6.64億元。研發投入11.42億元，研發投入同比增長59.4%，佔全年收入25.3%，同比增長11.19pp。其中，2020年創新藥收入佔總收入的45.1%，同比增長12.2%，其研發投入和創新藥佔比，已呈現明顯的正向關聯和良性循環態勢。圖表二：公司營業收入與創新藥收入情況（圖左）與研發支出（圖右）數據來源：WIND，格隆彙整理對於先聲藥業而言，公司在2020年獲得了多個主要里程碑事件。值得關注的是，公司共計有3款藥品獲批上市，其中包括：一類創新藥先必新（依達拉奉右茨醇注射用濃溶液）獲批上市並進入2020年國家新醫保目錄，進口創新藥恩瑞舒（阿巴西普注射液）獲批上市，以及艾捷維（枸櫞酸託法替布片）獲批上市並進入2020年國家新醫保目錄。另外，公司獲得了5個臨牀批件/臨牀默示許可、1個已上市創新藥新適應症拓展臨牀批件和2個產品獲批一致性評價。圖表三：公司在2020年主要里程碑事件數據來源：公司公告，格隆彙整理公司的主要收入來自於已上市產品的銷售，主要覆蓋領域包括腫瘤疾病、中樞神經系統疾病、自身免疫性疾病，具有多元化的產品組合，多項產品具有FIC/BIC屬性。2020年，公司在腫瘤疾病領域收入12.55億元，佔總收入的27.8%，主要包括恩度（重組人血管內皮抑制素注射液）、捷佰舒（注射用奈達鉑","images":[{"img":"https://static.tigerbbs.com/2d7b8ccc4b1118ee7ecc8e46c28060ae"},{"img":"https://static.tigerbbs.com/145c72c95e43a46bb5472e0e0c26baf7"},{"img":"https://static.tigerbbs.com/731ac7372dfba27393a0f53919daa6a3"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355215225","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355109395,"gmtCreate":1617031956217,"gmtModify":1704801176020,"author":{"id":"3564547225945731","authorId":"3564547225945731","name":"Nickoky","avatar":"https://static.tigerbbs.com/209b0512a97dee3d65cf5f0a4905fa6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564547225945731","authorIdStr":"3564547225945731"},"themes":[],"htmlText":"It is painful to hold $PLTR","listText":"It is painful to hold $PLTR","text":"It is painful to hold $PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355109395","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356288494,"gmtCreate":1616778932618,"gmtModify":1704798961428,"author":{"id":"3564547225945731","authorId":"3564547225945731","name":"Nickoky","avatar":"https://static.tigerbbs.com/209b0512a97dee3d65cf5f0a4905fa6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564547225945731","authorIdStr":"3564547225945731"},"themes":[],"htmlText":"Diamond hands&nbsp;","listText":"Diamond hands&nbsp;","text":"Diamond hands","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356288494","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327818261,"gmtCreate":1616075966553,"gmtModify":1704790604569,"author":{"id":"3564547225945731","authorId":"3564547225945731","name":"Nickoky","avatar":"https://static.tigerbbs.com/209b0512a97dee3d65cf5f0a4905fa6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564547225945731","authorIdStr":"3564547225945731"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327818261","repostId":"327116594","repostType":1,"repost":{"id":327116594,"gmtCreate":1616069227918,"gmtModify":1715722300480,"author":{"id":"3489725211341675","authorId":"3489725211341675","name":"英为财情","avatar":"https://static.laohu8.com/90beb74040cb78811d8df6ccd44be346","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489725211341675","authorIdStr":"3489725211341675"},"themes":[],"title":"鮑威爾平息了“縮減恐慌”憂慮，但市場最該擔心的風險是這個！","htmlText":"美聯儲最新點陣圖預測2023年之前不會加息，撫平了市場對於“縮減恐慌”的擔憂；然而，鮑威爾稱沒有必要阻止美債收益率的上漲，這基本上是爲收益率的進一步走高亮了“綠燈”。這也意味着，接下來更高收益率的前景仍將是投資者的關注焦點。週三，就在美聯儲決議公佈前夕，美國十年期國債收益率升至1.687%的逾一年高位。即使如此，鮑威爾在新聞發佈會上稱，“從各種金融條件指標來看，整體上它們顯示金融條件仍然高度寬鬆，而這是合適的。”富國銀行的分析師表示，美聯儲維持未來數年不加息的決定，以及拜登政府更多刺激措施的推出，爲未來數週美債市場的進一步拋售鋪平了道路。“鮑威爾沒有采取任何行動來打壓長期收益率。我們認爲，美聯儲的寬容態度和龐大的美國國債供應將繼續推動收益率的上升。”該行分析師稱。週四，截至撰稿時，該基準收益率已經突破1.7%的高位，最高觸及1.738%。美國十年期國債收益率走勢總的來說，美聯儲隔夜的政策會議對市場的影響可以用一句話概括：鮑威爾讓投資者相信（至少在近期內）利率在很長一段時間內會保持在非常低的水平，然而，通脹至少會暫時性地走高，投資者的擔心是，這種由刺激性計劃引發的通脹會侵蝕他們的收益。爲了彌補通脹的風險，美國國債投資者會要求額外的收益。而這個“額外”的度，也就是所謂的“溢價”，要麼是由市場情緒驅動的，要麼是美聯儲債券購買計劃的預期變化決定的。溢價可能會快速變化，而且沒有上限。對於這個溢價的具體數值並不容易計算，美聯儲理事會和紐約聯儲使用的不同模型都沒有辦法就此達成共識。不過，這些模型都表明，今年以來美國十年期國債的上漲更多是與風險溢價的上升有關，而不是與美聯儲利率上升前景有關。收益率的上漲對其他資產有着深遠影響。從原理上講，那些因爲承擔了通脹風險而要求更高收益回報的投資者，自然願意爲能夠對衝通脹風險的股票和大宗商品支付更高的價格；而那些依賴於低收益率的資產的價值，就會受到高收","listText":"美聯儲最新點陣圖預測2023年之前不會加息，撫平了市場對於“縮減恐慌”的擔憂；然而，鮑威爾稱沒有必要阻止美債收益率的上漲，這基本上是爲收益率的進一步走高亮了“綠燈”。這也意味着，接下來更高收益率的前景仍將是投資者的關注焦點。週三，就在美聯儲決議公佈前夕，美國十年期國債收益率升至1.687%的逾一年高位。即使如此，鮑威爾在新聞發佈會上稱，“從各種金融條件指標來看，整體上它們顯示金融條件仍然高度寬鬆，而這是合適的。”富國銀行的分析師表示，美聯儲維持未來數年不加息的決定，以及拜登政府更多刺激措施的推出，爲未來數週美債市場的進一步拋售鋪平了道路。“鮑威爾沒有采取任何行動來打壓長期收益率。我們認爲，美聯儲的寬容態度和龐大的美國國債供應將繼續推動收益率的上升。”該行分析師稱。週四，截至撰稿時，該基準收益率已經突破1.7%的高位，最高觸及1.738%。美國十年期國債收益率走勢總的來說，美聯儲隔夜的政策會議對市場的影響可以用一句話概括：鮑威爾讓投資者相信（至少在近期內）利率在很長一段時間內會保持在非常低的水平，然而，通脹至少會暫時性地走高，投資者的擔心是，這種由刺激性計劃引發的通脹會侵蝕他們的收益。爲了彌補通脹的風險，美國國債投資者會要求額外的收益。而這個“額外”的度，也就是所謂的“溢價”，要麼是由市場情緒驅動的，要麼是美聯儲債券購買計劃的預期變化決定的。溢價可能會快速變化，而且沒有上限。對於這個溢價的具體數值並不容易計算，美聯儲理事會和紐約聯儲使用的不同模型都沒有辦法就此達成共識。不過，這些模型都表明，今年以來美國十年期國債的上漲更多是與風險溢價的上升有關，而不是與美聯儲利率上升前景有關。收益率的上漲對其他資產有着深遠影響。從原理上講，那些因爲承擔了通脹風險而要求更高收益回報的投資者，自然願意爲能夠對衝通脹風險的股票和大宗商品支付更高的價格；而那些依賴於低收益率的資產的價值，就會受到高收","text":"美聯儲最新點陣圖預測2023年之前不會加息，撫平了市場對於“縮減恐慌”的擔憂；然而，鮑威爾稱沒有必要阻止美債收益率的上漲，這基本上是爲收益率的進一步走高亮了“綠燈”。這也意味着，接下來更高收益率的前景仍將是投資者的關注焦點。週三，就在美聯儲決議公佈前夕，美國十年期國債收益率升至1.687%的逾一年高位。即使如此，鮑威爾在新聞發佈會上稱，“從各種金融條件指標來看，整體上它們顯示金融條件仍然高度寬鬆，而這是合適的。”富國銀行的分析師表示，美聯儲維持未來數年不加息的決定，以及拜登政府更多刺激措施的推出，爲未來數週美債市場的進一步拋售鋪平了道路。“鮑威爾沒有采取任何行動來打壓長期收益率。我們認爲，美聯儲的寬容態度和龐大的美國國債供應將繼續推動收益率的上升。”該行分析師稱。週四，截至撰稿時，該基準收益率已經突破1.7%的高位，最高觸及1.738%。美國十年期國債收益率走勢總的來說，美聯儲隔夜的政策會議對市場的影響可以用一句話概括：鮑威爾讓投資者相信（至少在近期內）利率在很長一段時間內會保持在非常低的水平，然而，通脹至少會暫時性地走高，投資者的擔心是，這種由刺激性計劃引發的通脹會侵蝕他們的收益。爲了彌補通脹的風險，美國國債投資者會要求額外的收益。而這個“額外”的度，也就是所謂的“溢價”，要麼是由市場情緒驅動的，要麼是美聯儲債券購買計劃的預期變化決定的。溢價可能會快速變化，而且沒有上限。對於這個溢價的具體數值並不容易計算，美聯儲理事會和紐約聯儲使用的不同模型都沒有辦法就此達成共識。不過，這些模型都表明，今年以來美國十年期國債的上漲更多是與風險溢價的上升有關，而不是與美聯儲利率上升前景有關。收益率的上漲對其他資產有着深遠影響。從原理上講，那些因爲承擔了通脹風險而要求更高收益回報的投資者，自然願意爲能夠對衝通脹風險的股票和大宗商品支付更高的價格；而那些依賴於低收益率的資產的價值，就會受到高收","images":[{"img":"https://static.tigerbbs.com/f2294e5d34aca83f7e23bebc37db8302","width":"800","height":"450"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327116594","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188794734,"gmtCreate":1623461323728,"gmtModify":1704204205010,"author":{"id":"3564547225945731","authorId":"3564547225945731","name":"Nickoky","avatar":"https://static.tigerbbs.com/209b0512a97dee3d65cf5f0a4905fa6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564547225945731","authorIdStr":"3564547225945731"},"themes":[],"htmlText":"Anyone keen on biblical responsible investing principle. Let me know below&nbsp;","listText":"Anyone keen on biblical responsible investing principle. Let me know below&nbsp;","text":"Anyone keen on biblical responsible investing principle. Let me know below","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188794734","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114874758,"gmtCreate":1623069971774,"gmtModify":1704195383519,"author":{"id":"3564547225945731","authorId":"3564547225945731","name":"Nickoky","avatar":"https://static.tigerbbs.com/209b0512a97dee3d65cf5f0a4905fa6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564547225945731","authorIdStr":"3564547225945731"},"themes":[],"htmlText":"Amazing returns !!!&nbsp;","listText":"Amazing returns !!!&nbsp;","text":"Amazing returns !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114874758","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135462768,"gmtCreate":1622177220854,"gmtModify":1704180950779,"author":{"id":"3564547225945731","authorId":"3564547225945731","name":"Nickoky","avatar":"https://static.tigerbbs.com/209b0512a97dee3d65cf5f0a4905fa6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564547225945731","authorIdStr":"3564547225945731"},"themes":[],"htmlText":"BYND to the moon&nbsp;","listText":"BYND to the moon&nbsp;","text":"BYND to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135462768","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136342075,"gmtCreate":1621996203997,"gmtModify":1704365719677,"author":{"id":"3564547225945731","authorId":"3564547225945731","name":"Nickoky","avatar":"https://static.tigerbbs.com/209b0512a97dee3d65cf5f0a4905fa6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564547225945731","authorIdStr":"3564547225945731"},"themes":[],"htmlText":"I am thinking of rebalancing my portfolio. Tell meyours below!&nbsp;","listText":"I am thinking of rebalancing my portfolio. Tell meyours below!&nbsp;","text":"I am thinking of rebalancing my portfolio. Tell meyours below!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136342075","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}