How do you view China stock rebound?

Chinese stocks advanced after a report saying Beijing is planning further support for the nation's economy. Bilibili surged 8%; Pinduoduo rose to $109; Alibaba added 3%. --------------- How do you view the rebound? Do you think the rally can be sustained? What's your target price?

avatarFslaw
2023-10-13
In the long run China will sure growing back to normal rate Tencent and Alibaba will sure some how benefit from it. The middle class in China is still spending. Just buy and keep for 10 years 
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avatarJONESTea
2023-10-13
$Tencent Holding Ltd.(TCEHY)$ $Tencent(00700)$ From my perspective, The venture into Chinese equities poses a heightened level of risk for Western investors compared to domestic securities. This heightened risk profile likely plays a pivotal role in Tencent's trading at a discounted valuation, a trend exacerbated by the ongoing exodus of international investors from the stock.This phenomenon isn't confined to Tencent alone but extends to numerous rapidly growing and highly profitable Chinese equities. Alibaba Holding (BABA) is a great example. Should these risks persist in the future, there's a chance that Tencent investors' overall return prospects could be suppressed.Image
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avatarZOE011
2023-10-13
$Tencent Holding Ltd.(TCEHY)$ $Tencent(00700)$ As an investor , the risk of stock picking is that you will likely buy under-performing companies. Unfortunately, that's been the case for longer term Tencent Holdings Limited (HKG:700) shareholders, since the share price is down 43% in the last three years, falling well short of the market decline of around 9.8%.It's good to see that Tencent Holdings has rewarded shareholders with a total shareholder return of 20% in the last twelve months. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time.Global investors shun Chinese stocks despite b
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avatarCaminkSync
2023-10-13
Hmm i dont know, but this post is a robbery, cheers
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avatarJacksNiffler
2023-10-13

Briefs on JD's plunge, Not a dip to buy.

$JD.com(JD)$ plunged over 8% yesterday, driven by institutional downgrades and target price cuts. Their main concern is the possibility of negative growth in core retail sales in Q3.Why negative growth in retail?1. Weakening overall domestic CPI and deteriorating economic conditions. JD's sales revenue is directly recorded, so price changes have a significant impact on revenue. Unlike $Alibaba(BABA)$ and $Pinduoduo Inc.(PDD)$, who record "service fees," such as commissions, as revenue, so their revenue is not sensitive to CPI.2. Weak growth in JD's retail advantages. The market share of 3C products is relatively saturated, and growth is limited. Sales of products li
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Briefs on JD's plunge, Not a dip to buy.
avatarRollyxuxu
2023-10-13
$Tencent(00700)$ should have come earlier
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avatarShyon
2023-10-13

Chinese stocks

Chinese ADRs seem to have a wonderful week, with significant gain this week. The retrace started last night. To end the week, I think tonight these stocks will continue to retrace. I should have make the prediction earlier this week but too bad that I am over occupied. Anyway, I try to make some prediction earlier next round.  Many believe that the Chinese stocks are reaching their bottom and start to add their positions at current level, including some investment firms. However, in short term, at least for these 2-3 trading days, the retracement will continue and the technical might form a higher low before next rally. Therefore I am $Alibaba(BABA)$ $Pinduoduo Inc.(PDD
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Chinese stocks
avatarYNWIM
2023-10-12

Be Bullish on Meituan

$MEITUAN-W(03690)$ Being one of the biggest and most shopping platform for locally found consumer products and retail services, including entertainment, dining, delivery, travel and other services, Meituan play an important role in daily life. It’s also become the necessity in people’s life. As recovery in economy, the rising demand in consumption is a good thing for Meituan in foundamental levels.
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Be Bullish on Meituan
avatarskythelimit
2023-10-12

Meituan: One of the Biggest Winners on Holiday

$MEITUAN-W(03690)$Meituan is one of the biggest winner on 2023 Mid-Autumn and National Day, driven by the drastic increase of consumption and online orders.According to domestic media reports, recently Meituan Splurge released "2023 Mid-Autumn and National Day Travel Season Consumption Trend Report". The report shows that compared to the same period last year, the increase in foreign orders reaches as high as 86%. Digital home appliances, cosmetics and personal care, sports and outdoor, mother and baby toys, and daily wear and accessories, which are highly relevant to the travel scene, were at the forefront of the increase, with year-on-year growth in order volume of 141%, 112%, 100%, 94%, and 88%, respectively.What’s mo
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Meituan: One of the Biggest Winners on Holiday
avatarmarketpre
2023-10-12

Positive Signs for Chinese Stocks

$EVERGRANDE(03333)$ I could really care less about a few green days. this price is still lower than where it opened at on its first day on the exchange. Let that sink in. Value trap.It seems that the stock of Evergrande have a sound performance these days. As for me, it’s useless and meaningless until the debts can be settled down properly.The great thing is Chinese authorities are strengthen implement to stimulate Chinese economy and support real economy. It’s a positive thing to real estate in China.Although it’s not advisable to invest in Evergrande, but some high tech stock are worth buying it at the bottom.  Such as $Alibaba(BABA)$ $JD.com(JD)$
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Positive Signs for Chinese Stocks
avatarBaronLyly
2023-10-12

Heavy position Tencent!

$Tencent(00700)$ $Tencent Holding Ltd.(TCEHY)$ Any friend to tell us what is the current heavy stock.What are the reasons for buying it? Talk to each other and learn.I am currently heavy warehouse is Tencent, the reason is simple, I think wechat has no competitors.Wechat advertising & Payment, mobile games still have a lot of growth potential, reliable management, and finally the stock price is cheap.Low valuation, good business model, wide moat, hold big move - Channels, ChatGPTHeavy position Tencent, then fall will continue to increase the position.
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Heavy position Tencent!
avatarCyrilDavy
2023-10-12

TCEHY will greatly benefit from the current macro economic trends

$Tencent(00700)$ $Tencent Holding Ltd.(TCEHY)$ With the current macro economic trends I believe that the average Chinese consumer will have more money to spend in the coming years, and I also believe this will greatly benefit companies like TencentTencent Holdings heavy position, currently mainly: The moat is deep enough and Wechat is used too frequently.There are best financial datas, sound company operation.The good return brought by Tencent's investment is rich in investment in more than 800 good companies.When you think that the valuation is too high, and Tencent is now so cheap, why is the position still so low? Is it that Tencent's fundamentals have changed?
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TCEHY will greatly benefit from the current macro economic trends
avatarvaluebay
2023-10-12
@BABA @JD @PDD. Alibaba's business outlook for the next 2 to 3 years appears positive, but there are some challenges that the company will need to address in order to maintain its growth trajectory. One challenge is the increasing competition in the Chinese e-commerce market. Alibaba faces stiff competition from other e-commerce giants such as JD.com and Pinduoduo. In order to stay ahead of the competition, Alibaba will need to continue to innovate and offer new and differentiated services to its customers. Another challenge for Alibaba is the slowing growth of the Chinese economy. The Chinese economy is growing at a slower pace than it has in the past, and this is impacting consumer spending. In order to mitigate the impact of the economic slowdown, Alibaba will need to foc
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avatarFredLee
2023-10-11
As a 5-year old Tencent shareholders, can well understand the mood of Tencent shareholders now.From 470 yuan into the shares, the highest peak time to 700, the lowest point of 199 yuan, 300 early this year, the process to 350 yuan, recently 300 yuan.To be honest, this process is indeed very abrasive, that now $Tencent(00700)$ in the end is undervalued?Have been reading a lot of Buffett, Munger, Li Lu and Duan Yongping's books, interviews and articles, which emphasises that value investing is to go to the gross estimate, how to gross estimate it.In other words, Tencent's entire life cycle of money discounted to the current value in the end is how much? With the strengthening of regulation, I do not think Tencent can be he
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avatarBobbyLopez
2023-10-11
$Tencent(00700)$ $NetEase(NTES)$ $NTES-S(09999)$ Not as good as NetEase I can completely understand, after all, NetEase three quarters of a big breakthrough against the water cold, performance must be very good, on the contrary, Tencent has not been out of the breakthrough game for a long time, the performance of the game is not hot.But always feel that the market habitually ignore the video number, the video number can create a profit is not lower than a big hit game.At least for the moment will not buy, this trend is better than directly down to 250, I buy some.
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avatarAfraSimon
2023-10-11

XPEV will hit $50 easly in a year!

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ when i bought this stock it was $9.72, and now after 6 month you see the price! ... i believe from now to a year gonna hit $50 easlyit's a long play. Chinese auto will remake the North American auto market the way Japanese did in the 70s 80s and 90s American auto makers will be run off the field with their antiquated products. just pick your winners. buy and hold and you will be rewarded.......One day, some people is going to regret not adding at these prices. Just my humble opinion.
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XPEV will hit $50 easly in a year!
avatarJinHan
2023-10-11

Navigating China’s Unstable Real Estate Landscape: A Bearish Outlook

China, the world’s second-largest economy, is currently grappling with a turbulent real estate sector, triggering concerns about the nation’s economic stability. This article sheds light on the predicament the country finds itself in, driven by a real estate crisis, and offers insights into the ramifications it could have on the broader market. $HSI(HSI)$ $CSI 300 Real Estate Equal Weight Index(399983)$ $CSI300(000300.SH)$  1. The Role of Real Estate in China’s Economic Growth: • Historical Significance: China’s rapid and robust economic growth over the past decades was largely propelled by an unprecedented hou
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Navigating China’s Unstable Real Estate Landscape: A Bearish Outlook
avatarHopehope赋予希望
2023-10-09
$FTSE China A50 Index - Oct 2023(CN2310)$   Hong Kong market is closed this morning APAC time due to typhoon. This makes me wondered when Hong Kong can eradicate this problem of market closure as a result of typhoon. This is creating problems for market participants and liquidity providers which needs the active markets to manage their risks. Shanghai index came down this morning which is not unexpected given hang Seng tech index weakness last week. Chinext is down too and having breached the 2,000 critical price point mark really makes it worrying for Chinese investors on whether do they want to hold onto their investments.. As you all know, the low can go lower due to extreme fears though true valuation will not be impacted in the s
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avatarRyan_Z0528
2023-10-10

$KWEB & $YINN Could See Positive Feedback on U.S.-China Tensions

Chinese President Xi Jinping meets with a U.S. congressional delegation led by Senate Majority Leader Chuck Schumer at the Great Hall of the People in Beijing on Oct. 9, 2023. Photo: Xinhua News AgencyIn a meeting Monday in Beijing, Chinese President Xi Jinping and a bipartisan U.S. Senate delegation called for easing tensions and stabilizing U.S.-China relations, state broadcaster CCTV reported. Chinese Foreign Minister Wang Yi said the recent series of dialogues and exchanges between the two sides have been widely welcomed by all sectors within the two countries and the international community, which fully demonstrates that it is the right move to promote the stabilization of China-U.S. relations, and conforms to the common interests of both countries and the world.The two sides should e
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$KWEB & $YINN Could See Positive Feedback on U.S.-China Tensions