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

🌟🌟🌟I am super excited that the Singapore Exchange (SGX) has just launched 5 Hong Kong SDRs  on October 30.    SDR stands for Singapore Depository Receipt.  A SDR is a financial instrument that allows investors to gain ownership in a foreign stock while trading on the SGX. The 5 Hong Kong SDRs are Tencent, Alibaba, BYD, HSBC and Bank of China.   These 5 SDRs are mega cap companies and are market leaders in their respective industries. Tencent $Tencent HK SDR 10to1(HTCD.SI)$ is one of China's largest technology companies that develops innovative products and services. These includes video games, social networks, music, Web portals, ECommerce, mobile games, Internet services, payment services, sma

After the Hong Kong stock market closed on November 13, $TENCENT(00700)$ announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also "expected", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu

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

China's October Financing Data Disappoints; Government Bonds Drive Growth Amid Lackluster Credit Demand This article is written by Shernice, if you like my article please hit the like button.  Trump’s policies typically strengthen the dollar, which tends to weaken the yuan, stabilize global markets, and put downward pressure on gold prices. Currently, the smartest investment might be in U.S. assets—buying U.S. stocks and holding dollars. If China announces a major stimulus, shorting Chinese markets could offer quick gains since such boosts tend to have fleeting effects, with market gains evaporating quickly. Despite this, many still hold the belief that Chinese stocks are due for a bull run, seeing them as undervalued compared to U.S. stocks, which they view as already overpriced. Let

Is China's ¥6 Trillions Debt Relief Sufficient? ¥150 Trillion Says No Last Friday in China, a ¥10 trillion debt restructuring plan was approved, shedding light on the government’s approach to fiscal strategy. This decision was reached during the 12th session of the National People’s Congress Standing Committee, which wrapped up on November 8. In addition to this plan, several laws were passed, including the Preschool Education Law and amendments to the Cultural Relics Protection Law, Property Law, Energy Resources Law, and the Anti-Money Laundering Law. This article is written by Shernice, please hit the like button if you like my article. The most widely discussed aspect of the session was the raised debt limit for local governments aimed at addressing “hidden” debts. Three key measu

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 11 to November 15.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with

US-Listed Chinese Stocks Earnings Are Coming; Options Market Sentiment Turns Bullish Implied volatility often spikes before a company releases its earnings, as market uncertainty drives up demand for options from speculators and hedgers. This heightened demand inflates both the implied volatility and the price of the options. Following the earnings announcement, implied volatility generally returns to normal levels. Here are the top earnings and volatility for the week: $Marathon Digital Holdings Inc(MARA)$   Earnings Release Date: MARA is set to report earnings on November 12, 2024 after market close The option open interest in MARA climbed 2.0% to 1.6 million contracts. The current open interest is above its 5

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.

As expected, yesterday’s China dump was short-lived. Many of these names have recovered all of Wednesday’s losses and are already up even more. Investors are looking at stimulus instead of worrying what Trump will do when he takes office next year. That’s because a good domestic economy - and a strong real estate market - solves a lot of China’s problems.ImageHong Kong markets recover from post Trump 2024 victory selloff. $HSTECH(HSTECH)$ +2.25% led by $MEITUAN-W(03690)$ $KUAISHOU-W(01024)$ $TME-SW(01698)$. Like I said yesterday, makes little sense for the selloff in CN tech sector as most are consumer related domes

$Alibaba(BABA)$ People are selling it because of a disappointment on stimulus spending however it is a company that has multiple segments that are growing quickly and other segments that are extremely profitable. They have reeled in their capital expenditure and their discipline has improved. They are no longer diluting shareholders, buying back shares and paying a dividend. If you look at the bond market you'll see how low the yield is on their bonds which indicates a lot as Bond markets are much more rational and subject to sentiment versus the equity Market. The only reason you would have negative feelings for Alibaba is if you think they were going to be nationalized which is just silly. Alibaba and most big Chinese t

$XIAOMI-W(01810)$  i invest in Xiaomi. As I have said, it's not easy to find a great company led by a capable, humble and smart entrepreneur. Xiaomi's mission, values and ecosystem plus it's range of products in the Human x home x car concept is well-liked. As long as the price I pay is fair, I continue to stay invested in Xiaomi for the long term. Time in the market for a great company is more important than timing the market. I have seen people trying to time an exit and entry in Xiaomi but to me, it just doesn't make sense as I'm investing in Xiaomi $Tiger Brokers(TIGR)$  $JD.com(JD)$  

$Alibaba(BABA)$ Kuaishou and Alibaba are among the few value spots on the internet, both with valuations around 10 PE and still experiencing double-digit growth. They both have decent but not aggressive buyback programs and are facing competitive pressures from TikTok and Pinduoduo, leading to a bearish market outlook.It could be said that instead of acquiring a bunch of new retail ecosystem companies, Alibaba would have been better off acquiring Kuaishou.