Mixed trend in Asia; South Korea stock exchange leaps by 2%

09:11

Wicks (WIX) This morning reported a profit that was 21% higher than the expected and income that were slightly lower than expected. The company’s stock is expected to fall today after it has been said to miss its first quarter revenue.

The company overlooks $ 469-473 million in revenue compared to $ 480 million. For 2025, the company is watching revenue of $ 1.97-2.0 billion compared to $ 2.02 billion.

The company reported $ 460 million in revenue, a 14% growth compared to last year, compared to $ 461.8 million analysts. The company attributed the missedness to the dollar’s power in front of the other currencies. At the Bank of America, it was not excited. They were impressed by the company’s strong forecast for its free cash flow to 2025 and raised their target price for another year to $ 270 from $ 228.

09:03

In the UK, this morning it was reported that the CPI rose 3% in annual calculation compared to a 2.8% expectation.

The car shares are expected to concentrate on today after President Trump said yesterday that he was weighing 25% or more on cars, semi -leading and drug products, providing more details about the customs operations that he said his government would take this spring.

Covering on these industries may rise over time, Trump told reporters gathered at his Mar-Lago Club in Florida, though he added that companies may receive a transition period to return the US production.

08:50

This morning in Asia is a mixed trend trading-the Nakai index decreases by 0.5%, Shanghai index increases by 0.5%, Hanging Sang drops 0.3%, and South Korea’s phrase increases by 1.9%.

In New York, the future contracts on Wall Street metrics cost about 0.2%.

Yesterday after a volatile day, Wall Street trading was locked in small immigration-NASDAC rose 0.1%, Dow Jones unchanged and S&P 500 rose 0.25% to the peak of all time, the second time this year.

A stock Intel Jebets 16% following reports over the weekend that the chip maker is again in the center of purchase calls. Since the lows to which the stock has reached earlier this month, it has completed a 45%jump. The leap is due to the Wall Street Journal’s report this weekend Broadcom and-Taiwan Semiconductor We are considering submitting suggestions that may lead to the split of the American chip giant.

“Business split may flood significant value for Intel’s shareholders,” according to analyst Mark Lipakis of EverCore. In the analysis, Lipakis estimated that Intel was worth $ 167 billion, or $ 38.24 a share, 40% more than a price yesterday, in the last five years, the stock crashed 60%, and its market value dropped to $ 118 billion.

However, based on stronger financial forecasts for any of Intel’s businesses, Lipakis estimates that the company’s value may reach about $ 237 billion, or $ 54.18 a share, 97% more than a price now.

Ituran Jeeped over 16% yesterday and traded at the height of all time. On the Simpli Wall Street website yesterday a list of stocks with growth potential that can be critical for investors looking for opportunities beyond the well -known names, Ituran is one of them.

A stock Meta Platform (Facebook) Its decreased by about 3% and selected its historic elevator sequence that lasted 20 consecutive commercial days.

Server manufacturer’s stock Super micro compulsion Jana jumped by 14% and completed an 80% jump since the beginning of the year. Most of the increases were recorded after a business update for the second quarter, in which the company overlooks $ 40 billion for the 2026 money – far beyond the expectations of analysts.

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Ken Griffin built a $ 63 billion hedge fund (Citadel)) and has even been recognized and even recognized that the highest return from hedge funds ever. So when Griffin gambles on a share, investors are worth registering for themselves.

Recently, Griffin has made adjustments in his artificial intelligence portfolio, changing his holdings in technology giants Anabiya andAlpine (Google) . In the fourth quarter of 2024, it sold 57% (about 4 million shares) of its holdings in the Yavdiya, it may be a feeling that a correction in the stock is close. However, Griffin still holds over 3 million shares, worth over $ 434 million.

In contrast, in the fourth quarter of 2024, it significantly increased its holdings in Alphabet by 135%, after acquiring about 800,000 shares. Now, its total holdings in the company are about 1.4 million shares, worth over $ 254 million at the current stock price.

The latest acquisitions of Warren Buffet’s Berkshire Buffett made a difference yesterday. Constellation Brands, which markets the model and coronal beers in the US, jumped 4%, stock Dominus Pizza In it, Berkshire increased her investment. On the other hand, Cityagroup , Bank of America andAn. Holdings The Brazilian weakened.

Nike Jebed about 5% after reporting that this year will launch a new brand of women’s sportswear in the spring, in collaboration with Skims, a brand owned by Kim Kardashian.

In the commodity market, the price of oil continued to rise yesterday, against the backdrop of the OPO Oil Manufacturers+ Re -examine its intention to gradually increase the monthly output that was supposed to take effect in April. American oil rises by 1.2% and is traded at a price of $ 71.6 a barrel. To $ 75.5 a barrel.

The gold continues to constitute a focus, yesterday the gold contracts rose by over 1.5%, following a rise yesterday. The yellow metal traded yesterday at a price of $ 2,948 for an oncine after banks of Samsman Sax and UBS raised their recommendations to the yellow metal, after it closed on Friday a seventh day of immigration. The gold price has climbed in each of the last eight weeks and 10.2% in total, since the beginning of 2025 the gold rose 11.6%, and its price jumped about 45% in the past year.

The developing trade war in the world, alongside the state of the American economy, affects the high demand for gold, which is considered asylum for investors in times of crisis. For example, the retail sales data released last week and showed the sharpest decline this two years increased the gambling that the federal bank would drop interest rates at least once until September. Increase is usually reduced to gold prices.

In the investment houses, gold prices may reach $ 3,000 an ounce due to geopolitical uncertainty. Goldman Sachs updated his forecast to the gold price at the end of 2025 and raised the destination from $ 2,890 to $ 3,100 to Otia.

Macro: In the hotline today, the open market committee is expected to provide insights into the positions of Federal Reserb. In addition, the publication of the initial PMI metrics will give an indication of the state of industries and economics in general. At the same time, more than 140 companies are expected to publish their profit reports, though their impact on markets will probably be limited.

The Bank of America states that Trump’s trade war has become the most central in terms of investors. The Bank’s survey among investors shows that for the first time since June 2019, 20%noted that it is their biggest concern, which exceeds geopolitical concerns (17%) and fears of inflation (17%).

According to the survey, investors are mainly warned by Reciprocal Tariffs, which can lead to significant uncertainty in global markets. 37% of investors believe the US will threaten to impose cover on the EU, but will eventually reject them following negotiations, while almost 30% expect the US to impose significant tariffs of 15% by the end of 2025.

In another survey conducted by the company among global fund managers The most prominent figure is a decrease in cash levels in only 3.5% – the lowest lows since 2010.

As for the US, 77% of respondents expect the Federal Reserb to reduce interest rates this year, and 82% do not see an immediate danger to a global recession. It was also found that 89% believe in US shares in the US, but even so, 18% still believe that S&P measure Will lead to performance. Furthermore, 34% estimate that global stock investment will be best for 2025. This is the highest investment sentiment since the beginning of the current decade.

Among European fund managers, 45% of them estimate accelerated growth in Europe in the next 12 months – an impressive leap compared to only 9% in the previous survey. 59% believe that Europe will be able to avoid a recession, while most of them (76%) are further increased in the continent’s stock markets in the coming year.

The banks also found that the favorite sector of investors, for the first time since July 2023, while the car sector and retail stocks are remained in a considerable lag with negative exposure rates. Also, 12% of global participants declare that they are in “overweight” on European shares, as opposed to a “missing weight” statement just months ago.