$TENCENT(00700)$Sold down so much any small news eg accounting agreement between US and China regulators will lead to massive jump plus shorts will need to scramble to cover. Long term it's stillthe underlying business which has not changed
$Alibaba(09988)$I'm still adding to this loser ( andTencent) cuz nothing has changed....except market's irrational fear. Nobody said investing is easy. If u can't stomach the volatility then you should not be investing. Gobuy a low cost index ETF instead
$Alibaba(09988)$This loser Together with all Chinese tech companies are being dumped again By traders who are worried now due to delisting risks from the US market. fundamentally nothing new as far I could see. The only danger is from Chinese leadership decoupling from international markets which I don't see it happening.
$CHINA EDU GROUP(00839)$ Results out next Friday 26April. I take it there might be write downs of the property non cash value against current earnings due to real estate crash in China. But I think enrollment should be strong still. 0.6 book value here adding more stock
$Alibaba(BABA)$When u have Bloomberg headline about panic selling in Chinese stocks surely the bottom is near as capitulation sales should be already peaking
$Alibaba(BABA)$My China portfolio is ONLY babaand Tencent at this point. U don't need anything else. When Russia and Ukraine finally have a ceasefire they will fly up to the moon. The underlying business economics n dominant positions have NOT changed. I have added more in recent days. Mark my words in a few years u will worship me 😝
$TENCENT(00700)$The top pick China stock now.Gaming, Cloud, venture cap investments and WeChat monetisation firing on all cylinders. Temporary problems will pass. The current cheap price too. Sograb more if u can afford to buy as it is on sale!
$China Edu Group(00839)$Anyone else adding to this company? They are NOT doing post school tuition. They run universities and vocational colleges and is NOT affected by the post school tuition crackdown. Unfairly punished by Mr Market
$Alibaba(09988)$Would be interesting this few weeks leading up to results announcement. It's good that market expectations is low for baba earnings. Flurry of 13Fs filing indicating big investors buying in last quarter bodes well👍🏻