HKEX Stocks Opportunities

Any thoughts and experiences on investing in the HK stock market? Share them with all Tigers here!

avatarJake_Wujastyk
2025-09-25

JD: Huge Potential Right Now!

1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\'s launch of a digital assistant "Joyin" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from
JD: Huge Potential Right Now!
avatar8899Nar
2025-09-17

IS IT TOO LATE TO BUY BABA?

$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho
IS IT TOO LATE TO BUY BABA?
avatarJake_Wujastyk
2025-09-12

HSI: The Undervalued Asset!

Hello everyone! Today i want to share some technical analysis with you!1. $JD.com(JD)$ Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. $Tesla Motors(TSLA)$ Getting closer.Image3. $HSI(HSI)$ $iShares China Large-Cap ETF(FXI)$ $KraneShares CSI China I
HSI: The Undervalued Asset!
avatar8899Nar
2025-06-12

MY TOP 10 STOCKS FOR 2025 (UPDATE)🧵

These stocks are up +32.4% on average YTD vs +3.0% of S&P500 🤯1) $Alibaba(BABA)$ The biggest ecommerce in the world with >$1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: ~$162 (+34%)Image2) $TransMedics Group, Inc.(TMDX)$ Stock is up 2X YTD after the unjustified hard sell-off.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$162 (+13%)Image3) $Meta Platforms, Inc.(META)$ Meta is my favorite big tech at current prices trading at 27X Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Me
MY TOP 10 STOCKS FOR 2025 (UPDATE)🧵
avatar8899Nar
2025-05-29

PDD& BABA: Better Rewards!

1.Despite all the noise numbers tell us that $PDD Holdings Inc(PDD)$ is still gaining market shares in both China and international market.Q1 2025 GROWTH IN CHINA:• $Alibaba(BABA)$ +9%• $JD.com(JD)$ +16% (government incentives boosted)• $PDD Holdings Inc(PDD)$ +15% (GMV probably higher, revenue partially impacted by adv discounts)Q1 2025 GROWTH IN INTERNATIONAL:• If we consider Google trends Temu is outperforming Aliexpress and year over year. • Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. • Same story with an even bigger gap for total App downloads. • Obviously profitability of t
PDD& BABA: Better Rewards!
avatar8899Nar
2025-06-19

BABA: Buy this Growth Profile at Only 11x NTM PE

$Alibaba(BABA)$ stock is down 20% from the recent top but:• Cloud revenue growth rate can reach 20% in Q2 (+13% in Q4, +18% in Q1)• China commerce can grow double digit after the solid Q1 and the strong online retail sales in MayYou can buy this growth profile at only 11x NTM PE ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now
BABA: Buy this Growth Profile at Only 11x NTM PE
avatarInvestKaki
2025-05-19

China No 1 Getting Bigger?

$TENCENT(00700)$ I have been keeping close tabs on this Chinese behemoth for a while now.In the past 3 years, China has been in a rough spot. Its economy is still growing steadily but many investors have grown disillusioned.But DeepSeek in January 2025, rekindled everyone’s interest in the market. And so was I.Tencent recently released its results for 1Q 2025 and I have been hyped!It isn’t even close.Tencent is China’s biggest company at a market capitalisation of US$606 billion. ICBC and Alibaba are only half of Tencent at around US$300 billion each.But the company is thriving.Despite the weak sentiments in China, Tencent’s 1Q 2025 results indicate otherwise.Revenue grew by 13% to RMB 180 billionProfits are up by 14% to RMB 48 billionAnd its hig
China No 1 Getting Bigger?