Tencent Beats! Can Alibaba Deliver Surprise Earnings?

Chinese technology giant Tencent Holdings posted on Wednesday a 8% rise in third-quarter revenue, extending momentum in its gaming business, while growth in its fintech segments softened amid China's economic headwinds. Alibaba will release earnings reports on Friday. Which company do you favor?

How Trip.com became a better choice in Chinese stocks?

$Trip.com Group Limited(TCOM)$ announced Q3 earnings before the market on Nov 18th and rose more than 3% in subsequent U.S. trading, and $TRIP.COM-S(09961)$ rose more than 5% on Nov 19th Hong Kong stock open.The market is relatively receptive to its results.The overall performance was good, but the actual outperformance was not significant compared to the company's previously given guidance.Since Ctrip was the Chinese stock with relatively strong overall performance over the past year, investors' expectations were also relatively high.Since domestic demand for alcohol travel is not particularly buoyant at the moment, it is also relatively difficult to expect significant growth on the revenue side, relyin
How Trip.com became a better choice in Chinese stocks?
avatarxc_hehe
11-17

Can the U.S. Decouple from China Without Paying the Price?

As the U.S. accelerates efforts to decouple from China, the global economy stands at a crossroads. Can the U.S. truly reduce its reliance on Chinese manufacturing and supply chains without significantly raising costs for businesses and consumers? The Decoupling Dilemma Decoupling sounds straightforward—shift supply chains, invest in local manufacturing, and rely on allied nations. But the reality is more complex: Cost Pressures: Products sourced from alternative regions often come at a higher cost due to less-developed infrastructure and higher labor expenses. Time Lag: Building new supply chains takes years, during which businesses risk shortages and production delays. Consumer Impact: Higher costs often translate to pricier goods, fueling domestic inflation—a politically sensitive issue
Can the U.S. Decouple from China Without Paying the Price?
Omgggggggggggg ikee yurrrrrrr

Why do Trump-era tariffs pose a greater threat to China’s economy now?

China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a "bazooka" stimulus from Beijing to revitalize the economy—it’s vital to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and
Why do Trump-era tariffs pose a greater threat to China’s economy now?
avatarlgggg
11-15
Hmm, the next part of AI integration to the business is key to growth. Not sure what will the company strive from this 

JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT

We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. $JD.com(JD)$ total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.
JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT

Alibaba Embrace The Storm with Surprise Earning?

$Alibaba(BABA)$ Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea
Alibaba Embrace The Storm with Surprise Earning?
avatarLaiken
11-14
thanks for sharing
Now it doesnt matter at all. It's geopolitics driving the price now. It's weird that people don't look at fundamentals for Chinese stocks.. but it's happening now. 
Those who have the patience to wait will fly to the moon
avatarKonii
11-14
Stay

Chinese stocks may have more upside than consensus thinks

Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme
Chinese stocks may have more upside than consensus thinks
avatarPatmos
11-14
I favour BABA shares are under valued 
avatarSPOT_ON
11-14
Tencent price on the high side... i will buy big into alibaba since price had fallen quite a bit from recent $118 high  @rL   @melson   @Mrzorro   @Aqa  
avatarDavidSG
11-14
$TENCENT(00700)$  Currently only in volatility stage.
Alibaba should still be strong. The outlook is promising
All 3 cos also powerful and making tons of 🤑🤑🤑🤑
None. All rubbish. I think China should just close its share market
shorts will get burnt
short