SE, KBA and HKEX Will Surge Upward

BrianTycangco鄭彥渊
10-17

1. $Sea Ltd(SE)$

Sea Limited now back above $100. Wow. Congrats to all who bought at the start of the year!

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2. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $KraneShares MSCI China All Shares Index ETF(KALL)$ $China Resources Land Ltd.(CRBJF)$

China’s property sector doesn’t look like it’s done with its epic rally. Fix the property market, almost everything else will follow. I’ve been banging on the table for a long time on measures to restore the lost confidence in RE. The moves in the stock market are reflecting that changing sentiment for the better.

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3. $HKEX(00388)$

One big beneficiary of the #China #stimulus driven trading activity is HKEXGroup of course. Trading volumes have been insane - up more than 5X from the lows in September. Take a look! $Hong Kong Exchange & Clearing Ltd.(HKXCY)$ $HKEX(00388)$

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