Macro Trade Ltd
Trading宏利贸易有限公司 · Li Wei (CFO)
CRITICAL92
Util
72%
Buffer
18d
Stress
68%
EWS
amber
RC Prop
0.78
IntelIntelAI auto
NBANBARM
ContactContactRM
TrackTrackRM
CloseCloseRM
AI pipeline:
Sense
→Forecast
→Predict
Resuming:Review— Last activity: 2026-04-10
1
Intel
AI Intelligence Summary
Analyzing trading signals
Trigger Signals
Supplier payment cluster detected
Todayred
FX exposure shift (USD/EUR/JPY)
2 days agoamber
Facility utilization above 70%
5 days agoamber
Customer 360
Company Info
IndustryElectronics Components
RevenueHKD 120M (FY24)
Relationship4 years
EWS TierAMBER
Key People
Li WeiPrimary
CFO
Sarah Tang
Treasurer
Product Holding
RC FacilityHKD 8M · Util 72%
Trade FinanceHKD 4M · Util 50%
FX ForwardUSD 1.5M · Util 80%
30-day Cash-flow Forecast
HKDP90P50P10
P50 buffer
18 days
Trough in
12 days
Interaction History
2026-03-15Contacted
Discussed Q1 cash flow; client comfortable with current RC limit
— David Chan
2026-04-10Deferred
Client said large USD receivable expected mid-May; prefers to wait
— David Chan
2
Next Best Action
Recommended Action
PrimaryConfidence 78%
RC Top-up
HKD 3.0M · 12-month tenor
- Concentrated supplier payments in next 14 days
- Material adverse FX movement on settlements
- Facility utilization approaching threshold
SecondaryConfidence 62%
AR Finance (Invoice Discounting)
HKD 2.0M · 6-month tenor
- Concentrated supplier payments in next 14 days
- Material adverse FX movement on settlements
Non-creditConfidence 70%
FX Forward Booking Tool
- Low-friction value-add
- Sets foundation for future cross-sell
3
Contact
Personalized Talk Track
6 sections — tap a chip to jump
Opening
Key Points
Product Pitch
Objections & Responses
Closing
Internal Notes
4
Track
Contact Timeline
2026-04-10
DEFERClient wants to wait for mid-May USD receivable
2026-03-15
CONTACTEDQ1 review; client comfortable with current RC limit
Update Status
Current: Review
5
Close
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