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Mario Ma

💼TradingKey US Stocks Analyst

🏅CFA Level 3 Candidate

🎓The Hong Kong Polytechnic University | Master in Accounting

📊Stocks | Macro Strategy | Funds | Industry | Cryptocurrency

Summary

With over five years of experience in finance, Mario specializes in financial analysis, investment strategy, and market research. His expertise spans macroeconomic analysis, industry research, and equity analysis, providing clients with actionable insights and investment advice.

Areas of Expertise

Fundamental Analysis: Focuses on companies in the finance, technology, and consumer sectors, conducting in-depth analyses of financial reports, competitive landscapes, and growth drivers.
Macro Strategy: Tracks Federal Reserve balance sheet path, real interest rate curve, U.S. dollar cycle and risk appetite, constructing a framework to map macro variables to U.S. stock styles and industries.
Asset Allocation: Analyses the relative appeal and strategies of U.S. stocks, developed and emerging market equities, commodities, and interest rate assets based on interest rate expectations, inflation paths, and liquidity cycles.
Cryptocurrencies: Tracks mainstream assets like Bitcoin and Ethereum, combining on-chain indicators with traditional macro variables for trend analysis.
Market Reports: Regularly publishes in-depth reports on individual stocks, U.S. earnings reports analysis, macro data impacts assessments and industry analysis reports

Experience

TradingKey｜U.S. Stocks Analyst 2024 - Present
Valuable Capital Ltd｜U.S. Stocks Analyst 2023 - 2024
Brightoil Petroleum Ltd｜U.S. Stocks Analyst 2021 - 2023
Pegasus Fund Managers Limited｜U.S. Stocks Analyst 2019 - 2021

Total 82 articles

Bitcoin’s Strong Breakout: Driven by Macro Safe-Haven Demand and Micro Corporate Catalysts

TradingKey - On September 29, 2025 (Monday), during the U.S. stock market session, the Nasdaq, S&P 500, and Dow Jones Industrial Average edged up by 0.5%, 0.3%, and 0.2%, respectively, reflecting a subdued performance.

Tue, Sep 30

Costco Closes 2025 with a Bang: Membership Loyalty Drives Profit Surge

TradingKey - In a complex macroeconomic environment, Costco delivered robust revenue growth, improved profit margins, and exceeded earnings per share expectations, concluding its 2025 fiscal year on a high note. The company’s membership-driven business model demonstrated enduring resilience.

Sun, Sep 28

H-1B Policy Shock: Challenges for the Tech Industry and U.S. Stock Market Investments

TradingKey - The H-1B visa allows foreign professionals to work legally in the United States, primarily targeting talent in science, technology, engineering, and mathematics (STEM) fields.

Wed, Sep 24

SoFi's Interest Rate Cut Benefit: Surging Loan Demand and Accelerated FSPL Strategy

TradingKey - I hold a cautiously optimistic rating on SoFi. Its unique business model drives strong performance. The banking license provides low-cost funding. Rapid growth in light-asset operations adds momentum. SoFi shows long-term value potential.

Mon, Sep 22

Caterpillar’s 100th Birthday: How AI Data Centers Ignite the Next Century of Growth

TradingKey - Caterpillar, the global leader in construction equipment, dominates with a 16.8% market share, far surpassing competitors, thanks to its scale-driven cost advantages, service network spanning 190 countries, and high-resale-value brand.

Mon, Sep 8

Dollar Tree Q2 2025: Strong Growth Post-Family Dollar Divestiture, Why Did the Stock Plunge?

TradingKey - Dollar Tree (DLTR) released its fiscal 2025 second-quarter earnings report on September 3, 2025. This quarter was a milestone for the company, as it marked the first time Dollar Tree operated as a more focused single entity following the divestiture of its Family Dollar business on July

Thu, Sep 4

Who Smokes Whom? Altria and Philip Morris International for Tobacco Supremacy

TradingKey - As a U.S. tobacco giant, Altria dominates the cigarette market through subsidiaries like Philip Morris USA but faces severe challenges from declining sales and competition from illicit e-cigarettes.

Mon, Sep 1

Decoding Wall Street’s Q2 2025 Playbook

TradingKey - In Q2 2025, the S&P 500 achieved an 11% increase, reaching an all-time high, signaling a robust bull market. However, this rally was highly concentrated, driven primarily by a small group of technology stocks, while other sectors experienced limited growth or declines.

Wed, Aug 27

Walmart Stock Tumbles as EPS Miss Triggers Algo-Trading Frenzy—Where Lies Its Core Business Resilience?

TradingKey - Walmart's stock price has shown an overall fluctuating upward trend since the release of its first-quarter earnings report, benefiting from investors' favoritism towards Walmart as a defensive stock, as well as expectations for its stable growth in e-commerce and grocery businesses.

Fri, Aug 22

Home Depot Soars 4% Against the Odds! Why Did an Earnings “Miss” Become a Stock Catalyst?

TradingKey - On August 19, 2025, Home Depot released its fiscal year 2025 second quarter earnings report, achieving sales of $45.3 billion during the reporting period, a year-over-year increase of 4.9%, with a comparable sales growth of 1.0%, including a 1.4% comparable sales growth in the U.S. mark

Wed, Aug 20

BHP’s 2025 Playbook: Turning Profit Dips into Strategic Wins

TradingKey - On August 18, 2025, BHP Group announced its full-year results for the 2025 fiscal year. Despite an 8% year-on-year revenue decline to $51.3 billion and a 26% significant drop in underlying attributable profit, which reflects core business performance, to $10.2 billion

Tue, Aug 19

Fiserv's Stablecoin Strategy: FIUSD Opens New Investment Opportunities

TradingKey - Fiserv, leveraging its global network spanning 10,000 financial institutions and 6 million merchants, combined with the FIUSD stablecoin and digital asset platform, potentially launching by the end of 2025, demonstrates its potential to transform from a traditional payment giant into a

Mon, Aug 18

The Market Game of the Quantitative King: How Renaissance Technologies Locks in Excess Returns Amid the 2025 Turmoil

TradingKey - Founded by mathematician James Simons, Renaissance Technologies LLC is a global leader in quantitative investing, renowned for its data-driven, innovative approach. The firm eschews traditional fundamental analysis, relying instead on advanced mathematical models

Thu, Aug 14

Size Matters? Royal Caribbean Cruises Don’t Think So

TradingKey - Royal Caribbean Group (RCL), as the world’s second-largest cruise operator, demonstrates industry-leading recovery and competitive strength in the post-pandemic era through robust revenue growth (18.6% increase in 2024, with net income surging 70.6%), exceptional operational efficiency

Mon, Aug 11

Eli Lilly’s Q2 2025 Triumph: Soaring Revenue, Plunging Stock – What’s Behind the Paradox?

TradingKey - Eli Lilly released its Q2 2025 financial results, demonstrating impressive financial performance. However, despite the stellar results, its stock price plummeted by over 14%, closing at approximately $640, down more than 30% from its yearly high.

Fri, Aug 8

From Ozempic to Wegovy: Growth and Risks Behind Novo Nordisk’s Q2 Performance

TradingKey - Novo Nordisk achieved revenue of $11.67 billion in Q2 of the 2025 fiscal year, a 19% increase year-over-year, but it fell short of market expectations. Growth was primarily driven by strong performance in obesity care and rare diseases.

Thu, Aug 7

Caterpillar Q2 Earnings Analysis: Revenue Beats Expectations, Diversified Strategy Mitigates Tariff Challenges

Caterpillar’s 2025 Q2 revenue slightly exceeded market expectations at $16.57 billion, but declined 0.8% year-over-year. Weak demand in the Construction and Resources segments partially offset growth in other segments.

Wed, Aug 6

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