$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$reached all year high. Now going reverse. YZJSB always give the unepected. Market up. YZJ SB will go the opposite of down.
$Baidu(BIDU)$ just realized Baidu was the top share holder of trip.com. after recent selling of some trip.com holding worth around 500 mil USD, Baisu still own about 7% of trip.com. That is worth at least 3 billion USD in today valuation. I wonder what other valuable stocks does Baidu own.
$Sea Ltd(SE)$ at current price, I am bullish. I feel the stock is oversold. The company has turned profit for a few consecutive quarters. It is net cash positive. The management prefer sustainablr profitable growth rather than super high but non-profitable and non-sustainable growth. I will buy the stock to keep and will be worry free because I know ot will make profit for me. Has profit is better than no profit.
This is the pivotal point and will trigger all time high in the next few quarters before moderating. China has all the might and means if they want to something. Previously the gov depressed the economy and took opportunity to reform and become self reliant. Now they are ready and it is time to stimulate the economy and sustainability grow to new height.
$YZJ Fin Hldg(YF8.SI)$ Strong Share Buy Back support. Upcoming result must be good. Best time to buy at peak pessimism. Do a short squeeze and let the stock price rise sharply and pivot from here. Vested at 32c.
Baidu up because of only AI? Nah... Most China stocks are up because of othermacro matters. Agree with some oyher comments that this guy is trying to push down price so as to buy cheap.
$Sea Ltd(SE)$ youtube, meta and tiktok are applying license in case they break the law and to prevent fine. Diubt they will have bug impact to shopee ecommerce businesses. Shopee also has the financial services which the potential entrants dont have.
$Sea Ltd(SE)$ when expectation is high, the disappointment will be deeper. The price had moved a lot since Feb. We should expect some pullback soon. I am just afraid the result will cause not just a pullback but more of a reversal.
$Sea Ltd(SE)$ India market is open to SEA again! Rapid Fire was best seller in India for a reason. Maybe their device are slower and so can only play relatively older gamee. However, pretty sure more games suitable for India market will be launched and many more opportunities are waiting for SEA to invest in India, one of the fastest growing countries. Vested.