BYD, Geely, Nio, Xiaomi - latest March EV sales reflect recovery in buyer appetite?
🗓The March New Energy Vehicles (NEV) sales was published yesterday, showing a recovery to around 900,000 units in China, nearly double that of February's lows 🌐BYD and Geely's March overseas sales respectively rose 65% and 120% compared to the previous year (YoY), suggesting exports remain the core growth driver in 2026 for mass-market EV makers Specifically, ➡BYD $BYD COMPANY(01211)$ : Domestic sales remained soft (-41% YoY), but continued export strength (+65%) remains the main focus. Blade 2.0 battery models to be launched in the next few months could help recover local market share losses ➡Geely: Geely's Zeekr/Lynk saw slower sequential growth off a higher February base, but remained the best-selling brands among pure NEV premium start-ups ➡N
📉As stocks continue to sell off this morning given the entry of Iran-backed Houthi forces entering the conflict and an expanded US military presence, leading crude oil to climb back above the US$100 mark, one can’t help but wonder, are certain markets over-penalised? 📰Financial Times have painted China as one of the winers from the ongoing Iran war. If so, what does this mean for China’s equities? ✍Macquarie Sales and Trading’s (S&T) addresses this question in a report published today on 30 March 2026 👀Read on for important disclaimers The below communication has been prepared by Sales and Trading (S&T) Personnel at Macquarie and is not a product of the Macquarie Research Department. For important disclosures relating to this communication, please see: www.macquarie
🎉 Selamat Hari Raya Aidilfitri Maaf Zahir dan Batin
🎉 Selamat Hari Raya Aidilfitri Maaf Zahir dan Batin 🌙 Macquarie Warrants Singapore would like to wish Selamat Hari Raya Aidilfitri to all those who are celebrating. 🌺 Happy holidays!
Replay: One Good Trade Live Show with Joey Choy – Yangzijiang
👁Fear in the market…opportunity in this Singapore stock? https://www.youtube.com/watch?v=bNlvRfWMCp8 ✳The warrants mentioned on the show were: Yangzijiang call UJUW: https://warrants.com.sg/tools/livematrix/UJUW 🔧Warrant tools mentioned to simulate warrant returns over time: Historical Performance: https://warrants.com.sg/tools/HistoricalPerformance Warrant Calculator: https://warrants.com.sg/tools/warrantcalculator Live Matrix: https://warrants.com.sg/tools/livematrix * This show is sponsored by Macquarie Warrants Singapore and the views of speaker Joey do not represent that of Macquarie’s
📅 Rollover reminder: SP500 and NDX warrants to track June 2026 futures starting today, 19 March 2026
🕘Macquarie’s index warrants track the underlying index futures. In this case, our S&P500 and Nasdaq-100 warrants track their respective e-mini futures listed on the CME during the Singapore trading hours of 9AM to 458pm 🗓As we near the index futures’ expiry, our US index warrants will start tracking the June 2026 S&P500/Nasdaq-100 futures contracts starting today. See how the warrants move alongside their respective futures contract by referring to their Live Matrices: https://warrants.com.sg/tools/livematrix
Binni Ong: SIA react to Iran–Israel Tensions but is still supported by a 3-year base
Airline stocks have reacted to the recent escalation of Iran–Israel conflict, as disruptions to Middle East airspace and flight routes have affected travel plans and operating conditions. In SIA’s case, price pulled back sharply but appears to have found support above the $6.50 level. SGX Academy Trainer Binni Ong provides her analysis on the technical structure of SIA shares and the key entry and exit levels to watch out for in the short-term: https://warrants.com.sg/marketnews/highlight/todayhighlight/7834 *This article is sponsored by Macquarie Warrants Singapore. Binni’s views does not represent that of Macquarie’s
🔻 🛢️ Nikkei extends losses as yen softens and oil risks rise
– Nikkei extended its slide, falling for a third straight session on Monday; the Nikkei 225 is down 1.3% to 53,138.42 at midday break for the Tokyo Stock Exchange. – Index has now dropped over 9% since U.S. and Israeli air strikes on Iran began more than two weeks ago, with the conflict spreading regionally and disrupting petroleum shipments via the Strait of Hormuz. – Brief intraday rebound followed comments from U.S. President Trump, who said he is urging other nations to help secure shipping routes. – Japan is unlikely to deploy naval vessels, per PM Sanae Takaichi, reinforcing concerns over prolonged energy supply risk (Reuters, 16 March). – Yen weakened toward 160/USD, prompting Finance Minister Satsuki Katayama to signal readiness for decisive market action (dpa-AFX, 16 March). – Ris
✔️ New S&P 500 September expiries listed this morning!
📌 See how they alongside the S&P 500 index futures! 📈 Call S&P 7000MBeCW260918 (ITEW) : https://www.warrants.com.sg/tools/warrantterms/ITEW 📉 Put S&P 5800MBePW260918 (9GPW) : https://www.warrants.com.sg/tools/warrantterms/9GPW