$Alibaba(BABA)$ $Alibaba(09988)$   Just finished watching Joe Tsai interview in a JP Morgan event and is extremely impressed with the clarity of the strategy moving forward. For those who havent watch the video, please do it. In the interview, Joe explained the Alibaba roadmap for the AI. In particular, he pointed out that Alibaba is one the very few rare company other than$Alphabet(GOOG)$  that have both strong proprietary AI technology and cloud computing. They have a leading position in cloud and a competitive proprietary AI along with investment into a host of other potential AI startups. Joe also talk about the

$Alibaba(09988)$   $Alibaba(BABA)$   1. Recent news suggest that Apple next IPhone iterations will be pair with artificial intelligence (AI) capabilities. 2. For Apple China market, it is very likely that they will need to pair with a local partner to built in AI capabilities into Apple Product.  3. There is a lot of news / market chatter out there that suggest Apple may be partnering with Baidu (Ernie Bots) or Alibaba (Qwen) or others. 4. I think this is going to be critical and big mover advantage for Baidu, Alibaba and other AI developer in China. 5. While Apple have not disclose who they will be partnering with, I do think that Alibaba stand a very g

$Sono Group N.V.(SEV)$ The idea behind this is certainly impressive. Leveraging on the solar energy make a lot of sense. Will this be a prime candidate for a 10 beggar Stock? What is everyone thought on the key challenge? IMO, the key challenge is whether they can make the car aesthetically pleasing to attract the mass market. The current prototype they have looks fugly with uneven shade of black and non-glossy finish. The car may attract interest of people who appreciate the tech behind it and environmentally conscious. But there is certainly a longway to go before they can attract the mass market especially the Chinese market. What is everyone thought on this?

$Sono Group N.V.(SEV)$  Anyone follow their recent YouTube video with regards to their plan to raise additional funds to keep the Sion Project alive? While I really like the idea of an affordable solar electric vehicle, I still don't see the financial viability of investing in SEV. Will only take risk if there are massive discount. What is everyone thoughts on this recent development? Link: https://youtu.be/DTD5QdAzRFM

$Aztech Gbl(8AZ.SI)$  Upward March

On Tuesday, the entire nation of China will be back to work. If you've been following Chinese social media, you'll have noticed a surge of interest in investing in the Chinese stock market over the past few days. Some mainlanders are even going as far as refinancing their homes to free up capital. The level of enthusiasm to jump back into the market after the Golden Week holiday is something we haven't seen before in the history of the Chinese stock market.Some may argue that this is only a short-term effect, but the Chinese market has been depressed for so long, and many Chinese companies' valuations no longer make sense – they are relatively cheap. This bull run is bound to benefit some of the most well-run and long-undervalued Chinese companies. The question is, what are your top picks

$LINK REIT(00823)$  Other than BABA, LINK REIT presents another opportunity in the upcoming HK/ China bill especially if there is going to be rate cuts in 2nd half of this year. The current PB ratio is cheap and the dividend yield is attractive. Hence on paper, it appears to be a good business to invest in. The only drawbacks that perhaps difficult to quantify is the change in HK consumer behaviour. If you speak to any Hong Konger, the general trend is for Hong Konger to shop and spend in the mainland rather than HK. This trend is likely to continue and become the norm in the future. This will have an impact to retail mall demand in HK and how this affect the property market or LINK reit in Hk remains to be seen. What is everyone thought on

I will not. No point chasing high at this point. Nvidia is a wonderful business but even if it is a great business, we must pay a reasonable price for it. At the moment, I just think it is overvalued. Remember dot come bubble and all other boom and bust? all the best everyone

$Alibaba(09988)$   An easy buy. My analysis are as follows; 1. Alibaba is undervalue. There is no question about this. 2. Following on Point 1, one must then evaluate the nature of Alibaba business 3. The E-commerce continue to be strong. While there are competitors but it is unlikely to replace Toabao and Tmall. Take for example Douyin and Tik Tok, while there is a strong e-commerce Element, I doubt if it will really fly. who will waste time watching live streaming. If you have financial power, you probably just buy it directly in TMall rather than wasting time watching live streaming. Similarly, PDD is just a dollar shop business. Nothing substantial and just a hype. 4. Ali next potential is in Alicloud and Artificial intelligence. I

‌$Alphabet(GOOG)$  ‌ Well the ground is shifting. With the new Windows+ Copilot, more people are shifting to Edge browser and Bing

‌$ANTA SPORTS(02020)$  ‌‌ I think ANTA is getting traction in SEA market especially with their Olympic sponsorship. There is generally an increase in interest of their product considering the value preposition and how active is Anta in organising local run clubs. Looking to dive deeper into the numbers.

$Aztech Gbl(8AZ.SI)$  Excellent Q3 results. Time to take off.