To The Moon

$天津建發(02515)$  [得意]  

The energy ministers of the Group of Seven countries will hold a video conference on Tuesday morning to discuss whether to release oil reserves in response to supply disruptions triggered by the war with Iran, CNBC reported. G7 finance ministers met Monday to discuss releasing reserves, but made no decision. The G-7 member countries include Canada, France, Germany, Italy, Japan, the United Kingdom and the United States. A source said the US considered it appropriate to release 300 million to 400 million barrels of crude oil (25-30 per cent of its 1.2 billion barrels of crude reserves).

High oil prices may be a double-edged sword for the United States, but for Asia's energy-dependent manufacturing powers, it is an unmitigated disaster. This has led to an epic exodus of foreign capital in the Asian market.

Trump spoke out on Truth Social: "When the Iranian nuclear threat is completely destroyed, short-term oil prices will fall back quickly... That is a very small price for the security and peace of America and the world! The subtext of this statement is that American policymakers are now acquiesced, even happy to see the destruction of the Middle East's energy infrastructure, if it is to solve Iran once and for all Should we persist ?

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According to reports from Iranian state television (as cited in multiple international outlets like Bloomberg and others), Iran has declared that its military is fully prepared to sustain the current level of intense, all-out war for at least six months.

Iran has conducted retaliatory strikes on US military assets in the Gulf, including radar systems critical to missile defense networks like Patriot and THAAD.The radar in question is the AN/FPS-132 (Block 5 Upgraded Early Warning Radar, or UEWR), a strategic ballistic missile early warning system operated by the US Space Force. It's located near Al Udeid Air Base in Qatar (not directly at the base but in northern Qatar near Al-Khor). This is one of the most advanced and expensive US radars in the region, with a detection range of approximately 5,000 km, primarily for tracking long-range ballistic missiles (including from Iran). Its construction/installation cost is reported around $1.1 billion, and it's part of the global US missile warning network.

To avoid future trade barriers, aviation companies must fragment their production lines and cut the once-highly efficient global supply chain into closed regional fortresses. For the Indian market, they must commit to setting up factories there; for the US defense contract, they must guarantee assembly in the US$巴西航空工業(EMBJ)$  

$Sea Ltd(SE)$   This downturn should not be easily reduced to market panic, which is actually redefining the company from a simple tech e-commerce to a complex of e-commerce plus finance plus a game. Credit risk is always deceptive, and the large and rapidly growing denominator will instantly dilute the current bad debt rate, creating a false prosperity of good asset quality. High-growth credit books often reveal their true vulnerability only when the macro economy weakens or when risk-control models encounter stress tests. Once bad debts emerge, profit fluctuations will be multiplied. For the coming few quarters , we should observation will inevitably focus on whether Shopee's subsidized marketing strength has risen again, and whether Mon

$Sea Ltd(SE)$   During the Q&A session of the conference call , the harsh realities hidden behind the rhetoric begin to emerge one by one. When Monee's amazing growth was explained by Tony Hou, the whole system's variation was nowhere to be hidden. He acknowledged that the expansion of loan size stemmed from a fundamental shift in strategy, and that the company would shift its customer acquisition approach from the strict whitelist system to a more relaxed "All can apply" model, and gradually extended SPayLater and personal cash loans to markets.