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2023-04-04

Nice info

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2022-01-29

[Cool]

3 Wildy Undervalued Stocks to Buy in a Heartbeat

2022-01-19

$Nanofilm(MZH.SI)$waiting to break below $3, and then $2.70

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Some high-quality businesses like <a href=\"https://laohu8.com/S/COIN\"><b>Coinbase</b> </a>, <a href=\"https://laohu8.com/S/CROX\"><b>Crocs</b> </a>, and <a href=\"https://laohu8.com/S/TGT\"><b>Target</b> </a> are selling at attractive prices right now.</p><p>Let&#39;s take a look at why you should seriously consider buying these three undervalued stocks.</p><p><a href=\"https://laohu8.com/S/COIN\"><b>Coinbase</b> </a></p><p>Coinbase is the top cryptocurrency brokerage and exchange in the U.S. with 7.4 million monthly transacting users and over $1.2 billion in revenue in the most recent quarter (ended Sept. 30). Retail and institutional users can trade 103 differentcryptoassets on Coinbase&#39;s platform, and developers can use the company&#39;s technological infrastructure to build blockchain-based projects.</p><p>While the business did produce almost 90% of its sales from volatile and unpredictable transaction fees, management is investing heavily toward boosting subscription and services. A promising and potentially game-changing initiative is the soon-to-be-released Coinbase NFT, a marketplace for users to mint, buy, and discover non-fungible tokens.</p><p>In order to own Coinbase,you would need to believe that digital assets are here to stay. Effectively, it&#39;s a bet on the growth of the entire ecosystem. Investors don&#39;t have to choose which individual cryptocurrencies will go up in value as Coinbase should ultimately succeed as the whole industry goes more mainstream.</p><p>Coinbase shares have lost 48% from their all-time high set in early November. And the stock currently trades for aprice-to-earnings(P/E) ratio of just 17. No doubt, volatility is a key factor that investors need to consider. But if cryptocurrencies continue their growth in the decade ahead, Coinbase will be a major beneficiary,making it a solid investment.</p><p><a href=\"https://laohu8.com/S/CROX\"><b>Crocs</b> </a></p><p>With sales that soared more than 50% in each of the past four quarters, Crocs has been experiencing a resurgence thanks to the pandemic. Consumers are increasingly focused on comfort and utility above all else, and Crocs has been a huge winner as a result. The company&#39;s remarkable gross margin of 63.9% significantly outshines that of heavyweight <b>Nike</b>.</p><p>Management fully understands that Crocs&#39; fate depends upon the success of its popular foam clogs, which account for more than 82% of sales. But the recently announced$2.5 billion acquisitionof Italian casual footwear brand HeyDude is a clear sign of its intention to diversify the business. HeyDude is projected to generate $700 million to $750 million in revenue in 2022. It&#39;s profitable, experiencing rapid growth, and can easily tuck into Crocs&#39; existing distribution channels and geographic footprint.</p><p>Even if we exclude the impact of the HeyDude purchase, the leadership team believes that Crocs will have $5 billion in annual sales by 2026. Continuing to utilize a marketing strategy focused on celebrity and branded collaborations -- as well as gaining share in China, the world&#39;s second-biggest footwear market -- will be vital to achieving this financial target.</p><p>Crocs&#39; stock price has dropped 44% since November, and the company now sports a market cap of $9 billion. Given its ridiculously low P/E ratio of only 9, I think investors should pounce on this opportunity.</p><p><a href=\"https://laohu8.com/S/TGT\"><b>Target</b> </a></p><p>The pandemic certainly dealt a blow to physical shopping, but because of investments made years ago to bolster its digital capabilities, Target was able to shine. The momentum is still strong as thistop retailerincreased same-store sales 12.7% year over year in its fiscal 2021 third-quarter, driven entirely by higher foot traffic. All five merchandise categories registered double-digit gains.</p><p>Target uses its footprint of more than 1,900 stores as local distribution hubs. Customers can order items for same-day curbside or in-store pick-up as well as for same-day delivery via Shipt. In the latest quarter that ended Oct. 30, these digital orders soared 60% year over year. And this was after skyrocketing 200% in the prior-year period. An incredible 95% of sales in the quarter were fulfilled by a Target store, helping inventory availability and reducing the need for costly logistics providers.</p><p>Although Target has been posting impressive sales and profit growth since the start of the pandemic, shares are selling today at an extremely attractive P/E ratio of 16. That&#39;s a lot lower than for such competitors as <b>Amazon</b>, <b>Costco</b>, and <b>Walmart</b>, all of which trade at multiples greater than 40. Shareholders should also be excited about regular dividends and stock repurchases.</p><p>Brick-and-mortar retail isn&#39;t dead; it&#39;s just changing to a more consumer-friendly, omnichannel approach. And Target is leading this digital transition.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Wildy Undervalued Stocks to Buy in a Heartbeat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Wildy Undervalued Stocks to Buy in a Heartbeat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/28/3-wildy-undervalued-stocks-to-buy-in-a-heartbeat/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The general weakness in the stock market is a great opportunity for shrewd investors to make a move. Some high-quality businesses like Coinbase , Crocs , and Target  are selling at attractive prices ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/28/3-wildy-undervalued-stocks-to-buy-in-a-heartbeat/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","CROX":"卡骆驰","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/01/28/3-wildy-undervalued-stocks-to-buy-in-a-heartbeat/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172101929","content_text":"The general weakness in the stock market is a great opportunity for shrewd investors to make a move. Some high-quality businesses like Coinbase , Crocs , and Target  are selling at attractive prices right now.Let's take a look at why you should seriously consider buying these three undervalued stocks.Coinbase Coinbase is the top cryptocurrency brokerage and exchange in the U.S. with 7.4 million monthly transacting users and over $1.2 billion in revenue in the most recent quarter (ended Sept. 30). Retail and institutional users can trade 103 differentcryptoassets on Coinbase's platform, and developers can use the company's technological infrastructure to build blockchain-based projects.While the business did produce almost 90% of its sales from volatile and unpredictable transaction fees, management is investing heavily toward boosting subscription and services. A promising and potentially game-changing initiative is the soon-to-be-released Coinbase NFT, a marketplace for users to mint, buy, and discover non-fungible tokens.In order to own Coinbase,you would need to believe that digital assets are here to stay. Effectively, it's a bet on the growth of the entire ecosystem. Investors don't have to choose which individual cryptocurrencies will go up in value as Coinbase should ultimately succeed as the whole industry goes more mainstream.Coinbase shares have lost 48% from their all-time high set in early November. And the stock currently trades for aprice-to-earnings(P/E) ratio of just 17. No doubt, volatility is a key factor that investors need to consider. But if cryptocurrencies continue their growth in the decade ahead, Coinbase will be a major beneficiary,making it a solid investment.Crocs With sales that soared more than 50% in each of the past four quarters, Crocs has been experiencing a resurgence thanks to the pandemic. Consumers are increasingly focused on comfort and utility above all else, and Crocs has been a huge winner as a result. The company's remarkable gross margin of 63.9% significantly outshines that of heavyweight Nike.Management fully understands that Crocs' fate depends upon the success of its popular foam clogs, which account for more than 82% of sales. But the recently announced$2.5 billion acquisitionof Italian casual footwear brand HeyDude is a clear sign of its intention to diversify the business. HeyDude is projected to generate $700 million to $750 million in revenue in 2022. It's profitable, experiencing rapid growth, and can easily tuck into Crocs' existing distribution channels and geographic footprint.Even if we exclude the impact of the HeyDude purchase, the leadership team believes that Crocs will have $5 billion in annual sales by 2026. Continuing to utilize a marketing strategy focused on celebrity and branded collaborations -- as well as gaining share in China, the world's second-biggest footwear market -- will be vital to achieving this financial target.Crocs' stock price has dropped 44% since November, and the company now sports a market cap of $9 billion. Given its ridiculously low P/E ratio of only 9, I think investors should pounce on this opportunity.Target The pandemic certainly dealt a blow to physical shopping, but because of investments made years ago to bolster its digital capabilities, Target was able to shine. The momentum is still strong as thistop retailerincreased same-store sales 12.7% year over year in its fiscal 2021 third-quarter, driven entirely by higher foot traffic. All five merchandise categories registered double-digit gains.Target uses its footprint of more than 1,900 stores as local distribution hubs. Customers can order items for same-day curbside or in-store pick-up as well as for same-day delivery via Shipt. In the latest quarter that ended Oct. 30, these digital orders soared 60% year over year. And this was after skyrocketing 200% in the prior-year period. An incredible 95% of sales in the quarter were fulfilled by a Target store, helping inventory availability and reducing the need for costly logistics providers.Although Target has been posting impressive sales and profit growth since the start of the pandemic, shares are selling today at an extremely attractive P/E ratio of 16. That's a lot lower than for such competitors as Amazon, Costco, and Walmart, all of which trade at multiples greater than 40. Shareholders should also be excited about regular dividends and stock repurchases.Brick-and-mortar retail isn't dead; it's just changing to a more consumer-friendly, omnichannel approach. And Target is leading this digital transition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004615551,"gmtCreate":1642580379074,"gmtModify":1676533724734,"author":{"id":"3576799015202417","authorId":"3576799015202417","name":"BitchCoin","avatar":"https://static.tigerbbs.com/1911c8e50e70153c84978de41e9a7262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576799015202417","authorIdStr":"3576799015202417"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>waiting to break below $3, and then&nbsp;$2.70","listText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>waiting to break below $3, and then&nbsp;$2.70","text":"$Nanofilm(MZH.SI)$waiting to break below $3, and then $2.70","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004615551","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9099720625,"gmtCreate":1643428347891,"gmtModify":1676533820355,"author":{"id":"3576799015202417","authorId":"3576799015202417","name":"BitchCoin","avatar":"https://static.tigerbbs.com/1911c8e50e70153c84978de41e9a7262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576799015202417","authorIdStr":"3576799015202417"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099720625","repostId":"1172101929","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004615551,"gmtCreate":1642580379074,"gmtModify":1676533724734,"author":{"id":"3576799015202417","authorId":"3576799015202417","name":"BitchCoin","avatar":"https://static.tigerbbs.com/1911c8e50e70153c84978de41e9a7262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576799015202417","authorIdStr":"3576799015202417"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>waiting to break below $3, and then&nbsp;$2.70","listText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>waiting to break below $3, and then&nbsp;$2.70","text":"$Nanofilm(MZH.SI)$waiting to break below $3, and then $2.70","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004615551","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941445899,"gmtCreate":1680574757211,"gmtModify":1680574854374,"author":{"id":"3576799015202417","authorId":"3576799015202417","name":"BitchCoin","avatar":"https://static.tigerbbs.com/1911c8e50e70153c84978de41e9a7262","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576799015202417","authorIdStr":"3576799015202417"},"themes":[],"htmlText":"Nice info","listText":"Nice info","text":"Nice info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941445899","repostId":"2323366547","repostType":2,"repost":{"id":"2323366547","kind":"highlight","pubTimestamp":1680157269,"share":"https://ttm.financial/m/news/2323366547?lang=&edition=fundamental","pubTime":"2023-03-30 14:21","market":"us","language":"en","title":"Alibaba Splits 6 Ways: A 6-Pack Of ETFs To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=2323366547","media":"seekingalpha","summary":"SummaryBABA thrilled the global stock markets by announcing plans to split into six different compan","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>BABA thrilled the global stock markets by announcing plans to split into six different companies.</p></li><li><p>As an ETF wonk, that prompted me to drill down to identify a variety of ways to capitalize on further BABA success, via ETFs that own it.</p></li><li><p>I think my six-pack of ideas has something for everyone interested in BABA, China or Asia more broadly.</p></li><li><p>Making the cut: ONLN, PGJ, AIA, AAXJ, KWEB, FXI.</p></li></ul><p>Well, that was exciting. On Tuesday, Alibaba Group Holding Ltd (BABA) thrilled global equity investors by announcing it is splitting into six main businesses, essentially spinning out its six main businesses into individual listed companies. I&#39;ll leave the detailed analysis of that announcement, and the future execution of BABA&#39;s plan, to the equity analyst-types on Seeking Alpha and elsewhere. My focus is on ETF investing, and starts with research. And in this case, I was naturally intrigued to see how to capitalize on this announcement. But first, a little perspective.</p><p>This appears to be long-term positive, not only for BABA but for Chinese and Asian equity markets. This is not only because there will soon be six different ways to invest in this behemoth&#39;s future success, but also because BABA is such a large part of so many ETFs that invest in China, or in Asia more broadly.</p><h3>For many investors, the love/hate relationship with Chinese stocks continues</h3><p>However, let&#39;s pause for a moment before I present and handicap my &#34;six-pack&#34; of different ETFs I have tracked for years that are suddenly benefiting from BABA&#39;s tailwind of an announcement. It seems like it was just weeks ago that China-based companies were a dirty word on Wall Street. In fact, one of them, TikTok, is in the bullseye of Congress right now. It&#39;s one of the few things both major US political parties seem to agree on. So, while there appears to be a good reward/risk tradeoff (my expression for &#34;bang for your investment buck&#34;) in the adrenaline rush that the BABA news is currently causing, this is still a Chinese company we&#39;re talking about. So, like so much of today&#39;s indecisive stock market, my views on ETFs that I think can be used to participate in the post-BABA six-way spinoff event has to be viewed as having limited run, until proven otherwise.</p><p>That&#39;s the thing about bear markets: They get you excited for a day or a week or even a month or two. But by my count, we&#39;ve had 20 false breakouts in the S&amp;P 500 since early last year. That speaks to a market that&#39;s running on sugar-high after sugar-high, with plenty of potential headwinds that can push back against the best of news, eventually. So, as with just about anything I publish these days, I&#39;m putting it into three distinct time frames. As it relates to these six ETFs that hold BABA:</p><h3>Time frame matters...more now than ever</h3><p>* The short term (weeks) looks like a strong reward/risk tradeoff. That is, all six of these have upside potential that&#39;s much greater than their risk of major loss. Sure a market &#34;torpedo&#34; can enter the picture at any time, with a banking crisis brewing and a host of pre-existing market conditions that make this as grizzly a bear market as I&#39;ve ever seen. We just have not had the price plunge yet. But until that (likely sudden) downturn arrives, there are &#34;tactical&#34; opportunities in different market segments, like this one.</p><p>* The intermediate-term (months) is where I think the greatest trouble is (again, with the caveat that the torpedo can arrive at any time with macro conditions like these). So in 2023, the key phrase is &#34;don&#39;t overstay your welcome...in anything equity-related.&#34; In other words, &#34;risk-management&#34; is rule No. 1. As such, I have laid out my opinions below with an eye toward that.</p><p>* The long term (years) looks good, as long as an investor can either avoid or ignore the big loss period that I believe is part of every bear market cycle. We all want to get on to the next bull, but you can&#39;t tell that to the market. It doesn&#39;t care.</p><p>With that in mind, let&#39;s take a look at where the reward/risk tradeoff looks most interesting and opportunistic to me right now. Of course, we&#39;ll do this through the eyes of the ETF marketplace.</p><p>I&#39;ll admit that I have just started using Seeking Alpha&#39;s ETF comparison tool... and I love it! This particular situation makes it a perfect fit for analysis that has, as its ultimate goal, to lay out a variety of favored ETFs, each of which is distinguished from the other five. There is so much diversity among ETFs that own BABA I didn&#39;t want to short-change this subject. So while I do have my personal favorites, I made sure to have a strong &#34;honorable mention&#34; list here, since I will never assume that any other investor is just like me. We&#39;re all investment &#34;snowflakes,&#34; if you will. Here&#39;s a chart, summarizing them in the order in which I will describe my opinions below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cfb7908b240b256b768c69f4b4620d0\" tg-width=\"640\" tg-height=\"156\"/></p><p>An Alibaba &#34;6-pack&#34; of ETFs to consider (SeekingAlpha.com)</p><h3>2 &#34;Undiscovered&#34; ETFs I like</h3><p>The assets invested in ETFs are extremely packed into a very small number of funds. But as the saying goes, good things come in small packages. I find that to be the case with many ETFs whose asset size and marketing reach is dwarfed by the biggest, loudest ETFs. So, the first pair I like are <a href=\"https://laohu8.com/S/ONLN\">ProShares Online Retail ETF</a> (ONLN) and Invesco Golden Dragon China ETF (PGJ).</p><p>ONLN is not a China or Asia ETF at all. It&#39;s a smallish ($101mm AUM) fund that trades about $2mm a day in volume. It owns 27 stocks whose common theme is that their primary business is driving online commerce. As with many ETFs I like, I&#39;m not looking for massive diversification because after a few dozen holdings, the benefits of spreading your risk diminish greatly. ETFs like ONLN are effective surrogates to get exposure to companies I want to own at a particular time, but with some built in diversification. Like I said above, risk-management plays a big role in all of this.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aca27ff5251d49d0306784521519e29e\" tg-width=\"635\" tg-height=\"483\"/></p><p>Data by YCharts</p><p>BABA is the second largest holding of ONLN. The biggest? Amazon.com (AMZN), at nearly a 25% allocation. BABA is around 12%, and just 10 stocks make up over 70% of this ETF. The China-ties to BABA are fine until the market changes its mind about something related to geopolitics. At that point, having AMZN as a &#34;partner&#34; at the top of this ETF appeals to me. ONLN satisfies the desire to own BABA because of its broader theme. The risk here, of course, is that by splitting into six separate companies, they may not all end up in this ETF. So the BABA presence may be diluted. For now, it is not, and that makes this little ETF very intriguing to me, short term and long term. As noted, the intermediate term is still a giant toss up on any idea I put forth. That&#39;s risk management for you!</p><p>PGJ is an ETF old-timer, with a nearly 20-year tenure. It was the first China-focused ETF I recall owning, not long after its 2004 debut. It has since been passed in asset size by many funds, and at about $220mm in AUM and only about $600,000 in daily trading volume, it&#39;s an ETF that clearly fits my &#34;undiscovered&#34; label... even though it was once pretty popular.</p><p>PGJ does not buy shares in the Chinese stock market, but rather owns Chinese companies that trade on US stock exchanges. Given all of the concerns about how China&#39;s government will conduct its business in the months and years ahead, that&#39;s a big plus for me. Now, the government could decide to do something drastic and disallow Chinese stocks to trade in the US. But as an ETF investor, the reaction can be as straightforward as entering a sell trade on your phone or computer. BABA is currently a 9% position in PGJ, so this is an ETF that can be used to get access to that one stock, but with 64 other stocks around it. Again, concentration of this ETF checks a friendly box for me. Over 60% of PGJ is comprised of 10 stocks. There&#39;s a lot of cyclical equity exposure here as well (nearly 50% of AUM), so the Chinese &#34;reopening&#34; theme should benefit this ETF.</p><p>ONLN and PGJ are my top recommendations for participating in BABA and the associated good tidings that may come from the impact that major announcement has on Chinese stocks, Asian equities and the online retail industry. For the rest of the investment snowflakes (a term of endearment to be clear), this pair of smaller ETFs may be a bit off the path. So, here are shorter summaries of my opinions on four other ETFs I follow, I&#39;ve owned at some point over the years, and that I think are relevant to the BABA news, and any lift it provides to the Asian equity markets.</p><h3>2 Diversified Asian ETFs I like</h3><p><a href=\"https://laohu8.com/S/EEMA\">iShares</a> Asia 50 ETF (AIA) and iShares MSCI All Country Asia ex Japan ETF (AAXJ) are my &#34;core&#34; go-to names in the diversified Asian equity ETF segment. They have been for a while. To be clear, my own investment style is a combination of buy-and-hold and tactical, with the latter dominating the former approach since late 2019, as the global equity markets peaked. In a bear market like this one, I just don&#39;t believe in being a hero and riding ETF holdings down 30%-70%. So, with that tactical disclaimer out of the way, here are a few key things to point out about AIA and AAXJ.</p><p>AIA is a concentrated equity ETF. How do we know? It says so in the fund name. This $1.6B ETF owns no Chinese mainland stocks. It gets its China exposure via accessing Chinese company stocks in both Hong Kong and Taiwan, with nearly 75% of AIA invested in those markets. So this is a China ETF with some Southeast Asian exposure added. This is the case with many Asian ETFs, given the dominant size of the China market within Asia. BABA is 7% of AIA, and there&#39;s a focus on four primary sectors. 35% is in Technology, and that sector plus Financials, Communication and Consumer Cyclical exposure add up to more than 90% of AUM. The top 10 holdings make up 60% of AIA, and view it as a solid core access vehicle for the China/Asia market.</p><p>AAXJ is about twice the size of AIA, but it looks similar in some ways. It also performs similarly much of the time, as shown below. BABA is not really a significant holding here, at less than 3%, so this is included my BABA six-pack primarily to alert investors to its wide reach across Asia. The performance differential between AAXJ and AIA is in part due to a 15% presence of stocks from India in the former, while the latter ETF (AIA) does not cover India. AAXJ is also less tech-heavy (23%) and is more wide spread across sectors. Actually, its current sector allocation is not too different from the S&amp;P 500, despite completely different regional allocations. Most of the sector exposures between those two are within a handful of percentage points, except for Healthcare, which we know is a bigger segment of the US economy than in most global locales.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/594e93c8babcfa8a31997335d62fe6f3\" tg-width=\"635\" tg-height=\"466\"/></p><p>Data by YCharts</p><h3>2 &#34;Wildcard&#34; China-linked ETFs I like</h3><p>Lastly, I&#39;ll quickly point out a pair of China-only ETFs that are better known to investors. KraneShares CSI China Internet ETF (KWEB) and iShares China Large-Cap ETF (FXI) each have more than $5B in ETFs, making them among the largest in the China/Asia ETF segment. They both focus on owning Chinese stocks in the Hong Kong market, with FXI exclusively operating on those exchanges, and KWEB devoting about 80% of its AUM to Hong Kong-listed China businesses. These are both widely-covered on the Seeking Alpha platform, so my main commentary here is that they&#39;re both viable vehicles to access BABA (9% of FXI and 8% of KWEB) as part of whatever non-BABA exposure an investor chooses to surround that with. KWEB&#39;s concentration in Internet stocks has produced some dramatic price swings in both directions over the years. It&#39;s up 65% since we recommended it in late October last year, but it also has an 88% drawdown on its resume. So for BABA plus a ton of thrills, KWEB a China ETF choice for the risk tolerant.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80bfeace0390d424aeed53559a966896\" tg-width=\"635\" tg-height=\"450\"/></p><p>Data by YCharts</p><p>[object HTMLElement]</p><h3>The 6-Pack, Summarized</h3><p>So, there you have it. Two smaller ETFs, two Asia ETFs and two China-only ETFs. All of them currently own BABA, and we&#39;ll see which parts of the new BABA group of companies are still retained in each ETF.</p><p>I favor the undiscovered pair (ONLN and PGJ) because I like smaller ETFs for many purposes and for many reasons, as expressed above. But AIA and AAXJ are my two favorite &#34;China-plus&#34; access vehicles, and KWEB and FXI are focused, Hong Kong-driven China plays. The BABA news certainly has equity investors scrambling to dissect and discern what it means to that company, the China market (given its dominant position there), and by extension Asia and the rest of the global equity market. For those who, like me, prefer to hunt for ETFs to express our investment preferences, I hope this wide-ranging article helps introduce some perspective and ideas to delve into.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Splits 6 Ways: A 6-Pack Of ETFs To Consider</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Splits 6 Ways: A 6-Pack Of ETFs To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4591055-alibaba-splits-6-ways-etfs-to-consider><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA thrilled the global stock markets by announcing plans to split into six different companies.As an ETF wonk, that prompted me to drill down to identify a variety of ways to capitalize on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4591055-alibaba-splits-6-ways-etfs-to-consider\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PGJ":"中国ETF-PowerShares Gldn Drago","09988":"阿里巴巴-W","FXI":"中国大盘股ETF-iShares","BABA":"阿里巴巴","ONLN":"ProShares Online Retail ETF","AAXJ":"亚洲ETF-iShares MSCI","AIA":"iShares S&P Asia 50 Index Fund","KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://seekingalpha.com/article/4591055-alibaba-splits-6-ways-etfs-to-consider","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323366547","content_text":"SummaryBABA thrilled the global stock markets by announcing plans to split into six different companies.As an ETF wonk, that prompted me to drill down to identify a variety of ways to capitalize on further BABA success, via ETFs that own it.I think my six-pack of ideas has something for everyone interested in BABA, China or Asia more broadly.Making the cut: ONLN, PGJ, AIA, AAXJ, KWEB, FXI.Well, that was exciting. On Tuesday, Alibaba Group Holding Ltd (BABA) thrilled global equity investors by announcing it is splitting into six main businesses, essentially spinning out its six main businesses into individual listed companies. I'll leave the detailed analysis of that announcement, and the future execution of BABA's plan, to the equity analyst-types on Seeking Alpha and elsewhere. My focus is on ETF investing, and starts with research. And in this case, I was naturally intrigued to see how to capitalize on this announcement. But first, a little perspective.This appears to be long-term positive, not only for BABA but for Chinese and Asian equity markets. This is not only because there will soon be six different ways to invest in this behemoth's future success, but also because BABA is such a large part of so many ETFs that invest in China, or in Asia more broadly.For many investors, the love/hate relationship with Chinese stocks continuesHowever, let's pause for a moment before I present and handicap my \"six-pack\" of different ETFs I have tracked for years that are suddenly benefiting from BABA's tailwind of an announcement. It seems like it was just weeks ago that China-based companies were a dirty word on Wall Street. In fact, one of them, TikTok, is in the bullseye of Congress right now. It's one of the few things both major US political parties seem to agree on. So, while there appears to be a good reward/risk tradeoff (my expression for \"bang for your investment buck\") in the adrenaline rush that the BABA news is currently causing, this is still a Chinese company we're talking about. So, like so much of today's indecisive stock market, my views on ETFs that I think can be used to participate in the post-BABA six-way spinoff event has to be viewed as having limited run, until proven otherwise.That's the thing about bear markets: They get you excited for a day or a week or even a month or two. But by my count, we've had 20 false breakouts in the S&P 500 since early last year. That speaks to a market that's running on sugar-high after sugar-high, with plenty of potential headwinds that can push back against the best of news, eventually. So, as with just about anything I publish these days, I'm putting it into three distinct time frames. As it relates to these six ETFs that hold BABA:Time frame matters...more now than ever* The short term (weeks) looks like a strong reward/risk tradeoff. That is, all six of these have upside potential that's much greater than their risk of major loss. Sure a market \"torpedo\" can enter the picture at any time, with a banking crisis brewing and a host of pre-existing market conditions that make this as grizzly a bear market as I've ever seen. We just have not had the price plunge yet. But until that (likely sudden) downturn arrives, there are \"tactical\" opportunities in different market segments, like this one.* The intermediate-term (months) is where I think the greatest trouble is (again, with the caveat that the torpedo can arrive at any time with macro conditions like these). So in 2023, the key phrase is \"don't overstay your welcome...in anything equity-related.\" In other words, \"risk-management\" is rule No. 1. As such, I have laid out my opinions below with an eye toward that.* The long term (years) looks good, as long as an investor can either avoid or ignore the big loss period that I believe is part of every bear market cycle. We all want to get on to the next bull, but you can't tell that to the market. It doesn't care.With that in mind, let's take a look at where the reward/risk tradeoff looks most interesting and opportunistic to me right now. Of course, we'll do this through the eyes of the ETF marketplace.I'll admit that I have just started using Seeking Alpha's ETF comparison tool... and I love it! This particular situation makes it a perfect fit for analysis that has, as its ultimate goal, to lay out a variety of favored ETFs, each of which is distinguished from the other five. There is so much diversity among ETFs that own BABA I didn't want to short-change this subject. So while I do have my personal favorites, I made sure to have a strong \"honorable mention\" list here, since I will never assume that any other investor is just like me. We're all investment \"snowflakes,\" if you will. Here's a chart, summarizing them in the order in which I will describe my opinions below.An Alibaba \"6-pack\" of ETFs to consider (SeekingAlpha.com)2 \"Undiscovered\" ETFs I likeThe assets invested in ETFs are extremely packed into a very small number of funds. But as the saying goes, good things come in small packages. I find that to be the case with many ETFs whose asset size and marketing reach is dwarfed by the biggest, loudest ETFs. So, the first pair I like are ProShares Online Retail ETF (ONLN) and Invesco Golden Dragon China ETF (PGJ).ONLN is not a China or Asia ETF at all. It's a smallish ($101mm AUM) fund that trades about $2mm a day in volume. It owns 27 stocks whose common theme is that their primary business is driving online commerce. As with many ETFs I like, I'm not looking for massive diversification because after a few dozen holdings, the benefits of spreading your risk diminish greatly. ETFs like ONLN are effective surrogates to get exposure to companies I want to own at a particular time, but with some built in diversification. Like I said above, risk-management plays a big role in all of this.Data by YChartsBABA is the second largest holding of ONLN. The biggest? Amazon.com (AMZN), at nearly a 25% allocation. BABA is around 12%, and just 10 stocks make up over 70% of this ETF. The China-ties to BABA are fine until the market changes its mind about something related to geopolitics. At that point, having AMZN as a \"partner\" at the top of this ETF appeals to me. ONLN satisfies the desire to own BABA because of its broader theme. The risk here, of course, is that by splitting into six separate companies, they may not all end up in this ETF. So the BABA presence may be diluted. For now, it is not, and that makes this little ETF very intriguing to me, short term and long term. As noted, the intermediate term is still a giant toss up on any idea I put forth. That's risk management for you!PGJ is an ETF old-timer, with a nearly 20-year tenure. It was the first China-focused ETF I recall owning, not long after its 2004 debut. It has since been passed in asset size by many funds, and at about $220mm in AUM and only about $600,000 in daily trading volume, it's an ETF that clearly fits my \"undiscovered\" label... even though it was once pretty popular.PGJ does not buy shares in the Chinese stock market, but rather owns Chinese companies that trade on US stock exchanges. Given all of the concerns about how China's government will conduct its business in the months and years ahead, that's a big plus for me. Now, the government could decide to do something drastic and disallow Chinese stocks to trade in the US. But as an ETF investor, the reaction can be as straightforward as entering a sell trade on your phone or computer. BABA is currently a 9% position in PGJ, so this is an ETF that can be used to get access to that one stock, but with 64 other stocks around it. Again, concentration of this ETF checks a friendly box for me. Over 60% of PGJ is comprised of 10 stocks. There's a lot of cyclical equity exposure here as well (nearly 50% of AUM), so the Chinese \"reopening\" theme should benefit this ETF.ONLN and PGJ are my top recommendations for participating in BABA and the associated good tidings that may come from the impact that major announcement has on Chinese stocks, Asian equities and the online retail industry. For the rest of the investment snowflakes (a term of endearment to be clear), this pair of smaller ETFs may be a bit off the path. So, here are shorter summaries of my opinions on four other ETFs I follow, I've owned at some point over the years, and that I think are relevant to the BABA news, and any lift it provides to the Asian equity markets.2 Diversified Asian ETFs I likeiShares Asia 50 ETF (AIA) and iShares MSCI All Country Asia ex Japan ETF (AAXJ) are my \"core\" go-to names in the diversified Asian equity ETF segment. They have been for a while. To be clear, my own investment style is a combination of buy-and-hold and tactical, with the latter dominating the former approach since late 2019, as the global equity markets peaked. In a bear market like this one, I just don't believe in being a hero and riding ETF holdings down 30%-70%. So, with that tactical disclaimer out of the way, here are a few key things to point out about AIA and AAXJ.AIA is a concentrated equity ETF. How do we know? It says so in the fund name. This $1.6B ETF owns no Chinese mainland stocks. It gets its China exposure via accessing Chinese company stocks in both Hong Kong and Taiwan, with nearly 75% of AIA invested in those markets. So this is a China ETF with some Southeast Asian exposure added. This is the case with many Asian ETFs, given the dominant size of the China market within Asia. BABA is 7% of AIA, and there's a focus on four primary sectors. 35% is in Technology, and that sector plus Financials, Communication and Consumer Cyclical exposure add up to more than 90% of AUM. The top 10 holdings make up 60% of AIA, and view it as a solid core access vehicle for the China/Asia market.AAXJ is about twice the size of AIA, but it looks similar in some ways. It also performs similarly much of the time, as shown below. BABA is not really a significant holding here, at less than 3%, so this is included my BABA six-pack primarily to alert investors to its wide reach across Asia. The performance differential between AAXJ and AIA is in part due to a 15% presence of stocks from India in the former, while the latter ETF (AIA) does not cover India. AAXJ is also less tech-heavy (23%) and is more wide spread across sectors. Actually, its current sector allocation is not too different from the S&P 500, despite completely different regional allocations. Most of the sector exposures between those two are within a handful of percentage points, except for Healthcare, which we know is a bigger segment of the US economy than in most global locales.Data by YCharts2 \"Wildcard\" China-linked ETFs I likeLastly, I'll quickly point out a pair of China-only ETFs that are better known to investors. KraneShares CSI China Internet ETF (KWEB) and iShares China Large-Cap ETF (FXI) each have more than $5B in ETFs, making them among the largest in the China/Asia ETF segment. They both focus on owning Chinese stocks in the Hong Kong market, with FXI exclusively operating on those exchanges, and KWEB devoting about 80% of its AUM to Hong Kong-listed China businesses. These are both widely-covered on the Seeking Alpha platform, so my main commentary here is that they're both viable vehicles to access BABA (9% of FXI and 8% of KWEB) as part of whatever non-BABA exposure an investor chooses to surround that with. KWEB's concentration in Internet stocks has produced some dramatic price swings in both directions over the years. It's up 65% since we recommended it in late October last year, but it also has an 88% drawdown on its resume. So for BABA plus a ton of thrills, KWEB a China ETF choice for the risk tolerant.Data by YCharts[object HTMLElement]The 6-Pack, SummarizedSo, there you have it. Two smaller ETFs, two Asia ETFs and two China-only ETFs. All of them currently own BABA, and we'll see which parts of the new BABA group of companies are still retained in each ETF.I favor the undiscovered pair (ONLN and PGJ) because I like smaller ETFs for many purposes and for many reasons, as expressed above. But AIA and AAXJ are my two favorite \"China-plus\" access vehicles, and KWEB and FXI are focused, Hong Kong-driven China plays. The BABA news certainly has equity investors scrambling to dissect and discern what it means to that company, the China market (given its dominant position there), and by extension Asia and the rest of the global equity market. For those who, like me, prefer to hunt for ETFs to express our investment preferences, I hope this wide-ranging article helps introduce some perspective and ideas to delve into.","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}