HKEX Stocks Opportunities

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

avatarHKEX_Comments
06-07 20:38

Weekly | HK Stocks Dragged Down by "Troublesome Allies"!

This week, Hong Kong stocks repeatedly rushed, with $HSI(HSI)$ shooting up to a whopping 3.6% gain at one point, but then sliding back down, ending with just a 1.59% weekly increase.On the news, there were plenty of good news both at home and abroad. On Wednesday, the Canadian central bank lowered its interest rate by 25 basis points, from 5% to 4.75%, setting the ball rolling for G7 countries to cut rates.And on Thursday, the European Central Bank (ECB) decided to cut rates too – the first time since September 2019!In the US, AI stocks skyrocketed, with $NVIDIA Corp(NVDA)$ 's market cap surpassing $3 trillion. Semiconductor companies like $ASML Holding NV(ASML)$
Weekly | HK Stocks Dragged Down by "Troublesome Allies"!
avatarYNWIM
06-05

The 3 Most Undervalued Chinese Stocks to Buy in June 2024

Undervalued Chinese stocks have had a rough few years but there might be some light at the end of the tunnel. $Alibaba(BABA)$ : Alibaba’s stock keeps falling even as its business continues to grow. $JD.com(JD)$: Another Chinese eCommerce giant that looks ready to rebound. $PDD Holdings Inc(PDD)$ : PDD’s Temu marketplace is challenging some of China’s largest eCommerce companies.Undervalued Chinese Stocks - The 3 Most Undervalued Chinese Stocks to Buy in June 2024Chinese stocks don’t always have the best reputation among American traders. While these businesses can often hold sound theses a
The 3 Most Undervalued Chinese Stocks to Buy in June 2024

Forget Alibaba! Pinduoduo is a better China e-commerce player

PDD $PDD Holdings Inc(PDD)$ has risen by 26% to USD 146.92 since I last covered it in April. You could find my previous article on PDD here. Nevertheless, PDD is still trading 28% below its all-time high of USD 202.82. PDD has overtaken Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ again to become the most valuable Chinese e-commerce player by market cap.  Earnings Review: Earnings results continue to surprise investors on the upside, prompting analysts to upgrade their earnings forecasts. Revenue increased by 131% year-over-year (YoY) to RMB 86,812 million, while operating income rose by 275% YoY to
Forget Alibaba! Pinduoduo is a better China e-commerce player

8 Reasons To Buy Sea Limited

Summary $Sea Ltd(SE)$ has more than doubled since January.Some investors might feel the itch to take profits — or even sell out completely.Significant alpha can be made when investors buy low and sell high — and do nothing in between.Let me highlight eight reasons to stay bullish on Sea Limited stock.Shopee, Lazada, Carousell, Tokopedia, Blibli, Bách Hóa XANH, Cho Tot, Tiki and Bukalapak app icons. Assorted online e-commerce companies in AsiaIntroductionThree months ago, I wrote an article on Sea Limited (NYSE:SE), highlighting that the market is still in ‘disbelief’ and that the stock has much more room to run despite its sharp rally.Since that article, the stock is up another 20%, and since its bottom in January, it’s up
8 Reasons To Buy Sea Limited

Weekly | Hot HK IPOs Are Back! Making Money Effortlessly With IPOs?

Hong Kong stocks were weak this week, with $HSI(HSI)$ retreating for four consecutive days and losing 2.84%.On Friday, the Bureau of Statistics revealed that the May Manufacturing Purchasing Managers' Index (PMI) stood at 49.5%, down 0.9% from the previous month.Mainly due to the high base formed by earlier rapid growth in the manufacturing industry and insufficient effective demand, the sentiment level in the manufacturing sector has declined somewhat.In terms of sectors, real estate and healthcare were still the biggest losers this week:With Hong Kong stocks taking a breather, southbound funds bought in a whopping HK$29.7 billion this week!Despite the sluggish market, new listings stole the show. Three IPOs this week, including
Weekly | Hot HK IPOs Are Back! Making Money Effortlessly With IPOs?

Weekly | HSI Dropped 4 Days to Below 19,000!

The $HSI(HSI)$ has been on a four-day losing streak last week, sliding back below the 19,000 mark. It's been a tough week for Hong Kong stocks, with a weekly loss of 4.83%.The news is not looking good. Chinese stocks released their earnings reports last week, and regardless of whether they met expectations, most of them took a nosedive. $Li Auto(LI)$ $LI AUTO-W(02015)$ dropped 19% the day after its report, $Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ fell 11.3%, and $Xiaomi Corp.(XIACY)$ $XIAOMI-W(01
Weekly | HSI Dropped 4 Days to Below 19,000!

Weekly | HSI may hit the 20,000 this week!

Hong Kong stocks had another stellar week, with the $HSI(HSI)$ surging 3.11%. Looks like it's aiming for the 20,000-point milestone next week!Internet giants earningsThe news was full of goodies last week. First, rumors flew that the government plans to buy up real estate from developers for social housing, helping with inventory reduction.And then, last Friday, the People's Bank of China dropped a bombshell, announced the scrapping of the lending rate floor for first and second homes nationwide. Plus, they lowered the personal housing provident fund interest rate by 0.25 percentage points. Now, the minimum down payment for first-time homebuyers is adjusted to not less than 15%, and for second-timers, it's 25%.These massive real estate policies com
Weekly | HSI may hit the 20,000 this week!

🌟HK market recap: Where is the market going?

📈 Market ReviewThe Hong Kong stock market saw a significant pullback last week after a month of strong gains. $Hang Seng Technology Index (HSTECH)$ led the decline, down 7.6% last week, while real estate, health care and insurance sectors also underperformed. Meanwhile, traditional high dividend-paying sectors such as energy and utilities performed solidly.📉 Analysis of the causes of callbacksThe pullback in the market was not surprising, especially after the large gains accumulated in the short term. Analysts noted that the market was overbought and sentiment was overdrawn, approaching the target level of 19,000 to 20,000 points.🚀 Risk appetite repairThe main impetus for the current rally came from the repair of risk appetite, espe
🌟HK market recap: Where is the market going?
avatarwindy00
05-13

Better Than Truth Social? 3 Social Media Stocks to Buy Instead.

Capitalize on election buzz and a $251 billion market with these social media stocks to buy in 2024. $Meta Platforms, Inc.(META)$ : Strong Q1 growth and innovative AI applications position Meta well. $Bumble Inc.(BMBL)$ : It’s seen leadership changes and a 10.2% revenue increase in Q1. $TENCENT(00700)$ : Diverse tech investments make Tencent a long-term investment.Social Media Stocks to Buy - Better Than Truth Social? 3 Social Media Stocks to Buy Instead.Social media stocks will continue to attract attention because of two critical factors: the 2024 election cycle and this year’s $251 billion market opportunity.I take every forecast wit
Better Than Truth Social? 3 Social Media Stocks to Buy Instead.
avatarwindy00
05-24

XIAOMI: Huge Potential to Buy!

$XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Chinese tech giant Xiaomi has entered the electric vehicle market with the SU7 sedan, launching in March. Xiaomi is the world’s third-largest smartphone maker after Apple and Samsung, but now it’s expanding into cars. Xiaomi's entry into the car market came after the US blacklisted the company in January 2021, prompting it to diversify. CEO Lei Jun and the board decided to invest $10 billion over 10 years to develop their EV.Xiaomi’s experience with electronics and China’s robust auto industry facilitated this transition. The company assembled a team of 6,000 and adopted efficient production techniques like gigacasting, inspired by T
XIAOMI: Huge Potential to Buy!
$XIAOMI-W(01810)$ Chinese smartphone manufacturer Xiaomi reported Q1 revenue of RMB75.51 billion, up 27.0% yoy, and net profit of RMB6.49 billion, up 100.8% yoy. Its smartphone shipments rose 33.7% y-o-y. Its first smart EV, the Xiaomi SU7 series, has reached 10,000 cumulative deliveries.👍 At present, it forms sound momentum!!![Allin][Allin][Allin]
avatarXianLi
04-19

Are TCEHY and BABA the Must-Have Stocks for China Investors?

: TCEHY | Tencent Holdings Ltd ADR News, Ratings, and ChartsChina, the world’s second-largest economy, has faced several challenges, including a struggling property market, record youth unemployment, subdued consumption, deflation, loss of consumer confidence, and declining birth rates.  However, the Chinese authorities are undertaking several corrective measures to get the economy back on track.Against this promising backdrop, investors looking to invest in China could consider buying fundamentally strong stocks $Alibaba(BABA)$ and $TENCENT(00700)$ .According to official figures issued by the National Bureau of Statistics, China’s economy expanded faster than predicted in the first quarter. GD
Are TCEHY and BABA the Must-Have Stocks for China Investors?
avatarYNWIM
04-14

3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years

Amazon is a great growth stock, but you may want to consider these promising e-commerce stocks for even better long-term returns. $Amazon.com(AMZN)$ has been a top growth stock to own for years. Its massive e-commerce business has helped send its valuation to around $2 trillion today, making it among the largest companies in the world.And so you might be surprised to learn that over the past five years, it has not been the best e-commerce stock to own. It's not even in the top three. Three e-commerce stocks that have been better buys than Amazon are $PDD Holdings Inc(PDD)$ , $Shopify(SHOP)$ , and $MercadoLibre(MELI)$ .
3 E-Commerce Stocks That Have Outperformed Amazon Over the Past 5 Years

Weekly Recap | The HSI tumbled amidst a never-ending Black Swan!

The Hong Kong stock market performed poorly with $HSI(HSI)$ down 2.98% last week, hovering dangerously close to the 16,000-point mark.On the news, it's a mix of internal and external troubles:On April 16th, the National Bureau of Statistics released data showing that GDP for the first quarter hit 29.6 trillion yuan, a whopping 5.3% growth that surpassed analysts' expectations. But the real estate sector continues to deteriorate. Newly constructed commercial housing sales area fell 19.4% year-on-year, and sales value dropped 27.6%.Overseas, Fed Chairman Powell said that the US economy is strong in most respects, except that inflation hasn't yet reached the central bank's target. He also pointed out that the world's most important central bank is unl
Weekly Recap | The HSI tumbled amidst a never-ending Black Swan!
avatarXianLi
05-13
$TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$ Stock prices do not go up in a straight line.  Some consolidation and profit taking expected.  Chinese stocks have bottomed since Feb 2024.  Chinese economy is expanding nicely despite MANY PRESSURE.  Fear of Lehman like crisis in China has more or less abated(the Chinese authority has the financial strength to ensure it does not happen).  US interest rates will have to come down eventually.  Confidence in Chinese equities are coming back as evidenced from the huge influx of huge foreign capital into Chinese stocks.  Have no fear.  [Great][Happy][Happy][Happy]The year of the dragon will be a
$Tencent Holding Ltd.(TCEHY)$ $TENCENT(00700)$ is a Chinese owned cloud provider (same with $Alibaba(BABA)$ )  i suspect that market share will be forced to go domestic....another 6% up for grabs.  I figure we grab 10% - 15% in marketshare we'll be riding similar revenues as Tencent but with way for upside!!  I see the path to $50 !!!![Miser][Miser][Miser]

Tencent's Mixed Q4 Earning: Domestic Game Down While Ads Up

At the close of the Hong Kong stock market on March 20th, $TENCENT(00700)$ released its financial report for Q4 and the full year of 2024. Investment HighlightsIncome slightly below expectations, with the gaming business lagging behind and the monetization of video acts growing. Particularly, domestic games are underperforming, with older games showing relatively better performance, but inevitably entering a downward cycle, while new games are below expectations and are at a disadvantage compared to similar competitors. Overseas game growth remains steady and serves as a strong support. Additionally, with the help of AI, advertising further improves efficiency, and the rise in video acts also boosts the benefits of the WeChat ecosystem. Furthermo
Tencent's Mixed Q4 Earning: Domestic Game Down While Ads Up

BIDU Earnings Digest | Where is the future growth?

$Baidu(BIDU)$ $BIDU-SW(09888)$ released its fourth quarter report in premarket, with revenue slightly below analysts' expectations:However, under the strategy of reducing costs and increasing efficiency, Baidu's profitability once again exceeded expectations.Unfortunately, the market didn't seem to appreciate it, and Baidu's stock price tanked by nearly 6% in pre-market:Revenue in the fourth quarter was 34.95 billion yuan, up 5.7% from a year earlier, slightly less than the 35 billion yuan expected by analysts:Such a slight difference is negligible, coupled with the improvement on the profit side, Baidu's earnings report is not bad compared with expectations.However, the current growth rate of Baidu is r
BIDU Earnings Digest | Where is the future growth?

Trading Strategies: JD, BIDU, BABA, NQ_F, SPY& RTY

Hello everyone! Today I want to share some technical analysis with you! Hope it can help you!1. $E-mini Russell 2000 - main 2406(RTYmain)$ A very defined anchored VWAP pinch forming here.Image $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Technically just retesting the bottom of this bear flag that broke down yesterday.Image $E-mini Nasdaq 100 - main 2406(NQmain)$ The 4/18 pivot VWAP has flipped from support to resistance over the last two days.Image $Alibaba(BABA)$ Wait.. whaa?Image $Baidu(BIDU)$ A beautiful falling wed
Trading Strategies: JD, BIDU, BABA, NQ_F, SPY& RTY

Weekly Recap | Why did Southbound Funds buy Hong Kong stocks crazily?

Hong Kong stocks didn't fare well last week, with $HSI(HSI)$ falling 1.32% and $HSTECH(HSTECH)$ dropping 2.65%.On the news front, Hong Kong stocks witnessed some heavy-weight financial reports last week, including $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$ $KUAISHOU-W(01024)$ $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ $MEITUAN-W(03690)$ $MEITUAN(MPNGF)$. But the market didn't seem too impressed. Even
Weekly Recap | Why did Southbound Funds buy Hong Kong stocks crazily?