To The Moon

$Alibaba(BABA)$  $JD.com(JD)$  BABA, JD, PDD, Meituan’s, Tencent.  Written by Shanice, if you like this artle please press the like button.  On September 30th, Goldman Sachs released a report highlighting that the e-commerce sector in China is poised for significant valuation reassessment. This comes as the government implements strong growth-promoting policies and the market environment gradually normalizes. The report states that the market share of major e-commerce platforms is stabilizing, making the sector one of the most critical for revaluation within China's internet landscape. Goldman has elevated e-commerce to one of the top t

I believe the upcoming delivery data will surprise investors, particularly given the strong performance of competitors who have recently reported increased deliveries. This trend indicates a robust demand for electric vehicles across the market, which could position Tesla favorably if their numbers reflect similar growth. The Robotaxi event on October 10 will be pivotal for Tesla’s future. As the company showcases its latest advances in self-driving and AI technologies, I expect significant buzz around its potential applications, especially in self-driving internet car services. If Tesla can effectively communicate the advancements and practicality of their Robotaxi concept, it could reignite investor confidence and enthusiasm. Overall, I see the Robotaxi initiative as a crucial factor for

I believe that it is crucial to select strong companies at favorable prices when making stock investments. To identify good companies, one should thoroughly analyze their financial performance, including key metrics such as revenue growth, profitability, and return on equity. Additionally, it is essential to assess whether the companies' products or services occupy a niche market and have a consistent demand. A company's competitive advantage can greatly influence its long-term success. Equally important is the concept of acquiring shares at a good price. Investors should always strive to buy low and sell high, which requires a keen understanding of market trends and valuations. This approach ensures that the investments made are not only sound but also poised for potential growth. Moreove

Investing isn’t just about finding the best companies to own; it’s about paying an attractive price for them. Today, I have a hard time not seeing $Alphabet(GOOG)$ $Alphabet(GOOGL)$ as the best of all the big tech stocks.You can see below that it’s the cheapest for the Mag 7 stocks on a price-to-earnings basis (GOOG is in red).Alphabet is also growing more quickly than $Apple(AAPL)$ $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ (I removed $NVIDIA Corp(NVDA)$ because its recent growth made the chart unreadable).The narrative since artificial

The big news on $NIO Inc.(NIO)$ $NIO-SW(09866)$ today is the RMB 3bn ($470m) investment by strategic investors (including Anhui govt affiliated firms) for a 3.8% stake (post dilution) in Nio China. Timing coincides with planned ramp-up of ONVO production to meet strong demand for the company's low-priced EV. Eases funding pressure on the company.Nio China holds all of NIO's business and assets in China, including vehicle R&D, supply chain, sales & service, and NIO Power. Post-deal, NIO will have an 88.3% stake in Nio China, while strategic investors hold the remaining 11.7%. It also values Nio China at RMB 78.6bn or $11.2bn.Not included in Nio China are the company's AI & Autonomous Driving di

China stock markets' trading volume hit a record high of RMB 2.59 TRILLION today. That's equivalent to $370 billion. To put it into context, the US trading volume on 9/27 was $285 billion. Talk about a hot market. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares MSCI China ETF(MCHI)$ $iShares China Large-Cap ETF(FXI)$ Profit taking (and new short selling?) in CN ADRs happening now. Taking cue from tomorrow’s double holiday in HK & China markets. Stocks significantly off day’s highs and trading well below HK close. BUT don’t rule out more policy announcements from Beijing tomorrow. Taking some profits off the table I totally get. But going sh