Wayneqq
2023-01-05

That explains the 12% rise in baba stock pricelast night.. now is to see if this rally would be sustained or will it fizzle out after a few days..

Sorry, this post has been deleted
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Comments

  • RDPD富爸穷爸
    2023-01-13
    RDPD富爸穷爸
    As for the property market, I read that the big 3 chinese banks are providing credit lines to support real estate sector so the signs are looking good. As for educational sector, I think the moat is broken, I will stay away. Personally I'm only keen in their big techs where the growths are. The banks are certainly cheap however I had enough exposure to financial sector so I'm staying away to avoid over allocation.
    • RDPD富爸穷爸ReplyWayneqq: 
      💯
    • Wayneqq: 
      True.. but i will not touch their real estate directly nor their financials.. is not my circle of competence.. i am looking at big tech as well.. but there is still headwinds.. until the US china relationship changes.. this headwind will always be there..
  • RDPD富爸穷爸
    2023-01-07
    RDPD富爸穷爸
    Bro, good to have you back. Been missing your post and sharing 😂. Got a feeling the worse is over for the entire HK/China market not just Alibaba 🤞
    • RDPD富爸穷爸ReplyWayneqq: 
      I'm not concerned about the spike in covid cases as this is due to china reopening. This is temporary and will likely peak and comes down in a few months time. With China reopening, supply chain disruption is no longer an issue, another sign of inflation had peaked.
    • Wayneqq: 
      The recent audit by the US on china companies turn out well.. so the delisting risk is reduced.. but this is an ongoing affair.. so have to see as well..
    • Wayneqq: 
      News is certainly positive for now.. but the reopening is fraught with uncertainty and with covid cases spiking.. is a cause of concern.. Not to mention there are still structural weakness that have not gone away such as the property market.. educational sector..
  • MHh
    2023-01-27
    MHh
    Hey.. wanted to ask you why do you recommend SOXX instead of SMH for semiconductor ETF?
    • MHhReplyWayneqq: 
      I looked at the underlying securities, smh is more ‘typical’ semiconductor type of companies
    • WayneqqReplyMHh: 
      I dun think there is a default ETF.. SOXX is bigger if i am not mistaken..
    • MHh: 
      Oh? I heard u recommended this over smh. Oops. I think the default for most people would be smh
    • Wayneqq: 
      Since when i recommend SOXX?
  • kungpao
    2023-01-05
    kungpao
    what is the original content?
    • Wayneqq: 
      “Beijing gave the approval to a massive capital increase to financial technology company Ant Group.”
      Tiger sometimes have this issue of the article going missing after sharing
  • Vandaluus
    2023-01-05
    Vandaluus
    [Like]
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