FrancesWesley
FrancesWesley
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avatarFrancesWesley
2022-03-03

Delivery results for February 2022

$理想汽车(LI)$ Daily Chinese EV Market News  1. $XPEV announced its vehicle delivery results for February 2022  XPeng delivered 6,225 Smart EVs in February 2022, representing a 180% increase year-over-year. The February deliveries consisted of 3,537 P7 smart sports sedans, representing a 151% year-over-year increase. 2,059 P5 smart family sedans were delivered in February, bringing cumulative deliveries of the P5 to 13,953 since its launch&nb
Delivery results for February 2022
$PDD Holdings Inc(PDD)$ This is an easy equation... the money is going from nvda to pdd
$Alibaba(BABA)$ no new shares!!!! buy existing shares..Alibaba has a buy back plan...
$苹果(AAPL)$ Apple is unstoppable. While every other tech company constantly trips over themselves to haphazardly replicate the latest trend, Apple takes their time, does things right, and in the case of the occasional misstep, reflects on their error and course corrects accordingly. Companies like this are exceedingly rare. Invest on that fact accordingly.
avatarFrancesWesley
2022-03-03
$理想汽车(LI)$ As I stated many months before Li Auto will soon surpass Nio and XPEV. It did Nio and XPEV is next because it is the best looking luxury NEV SUV for either male or female owner with an extended travel range of nearly 700 miles on one full charge. It is still 100% qualified for the government subsidy. So that is why its monthly new vehicle delivery has beaten others, and well on its&n
$Meta Platforms(META)$ Market has become corrupt and is no longer a place to put money. You can attempt bottom feeding like some did on META at $100…but that’s just getting lucky. Smart investing is over.
$Palantir Technologies Inc.(PLTR)$ I think this is a guaranteed 5x bagger even from here, but realistically won't reach that level til 2026-27. It's a good place to load the boat and beat the market by several times. Just be realistic about the percentage and time frame. It's already a $70B market cap, it can grow a lot, but not 10x or more, at least not within a couple of years. 5x in 2-3 years is def plausible
$Alibaba(BABA)$ With chinese regulators off it's back now, BABA can now continue it's roundtrip price journey
$Palantir Technologies Inc.(PLTR)$Fundamentals are rock solid and so are the technicals. That’s the opportunity you want to capitalize on. I’m still adding to my already large position.
$American Eagle Outfitters(AEO)$ Despite a slight dip, American Eagle is considered a top growth stock for the long term. The retail sector is showing signs of recovery, and AEO strong brand loyalty among younger consumers may provide an edge.

A Missed Opportunity: Mismanagement of YY's Buyback Program

$JOYY Inc.(YY)$ In November 2023, the Company’s board of directors authorized the continued use of the unutilized quota under the pre-existing share repurchase program of US$530 million, for another 12-month period starting from the end of November 2023. As of March 15, 2024, the Company has repurchased US$25 million of its shares on the open market under this program. They only used 1/20th of the buyback program. This is not a positive thing. This proves mismanagement. The cash on hand is a lie. No one with three times market cap in cash would just let the money sit around unless the plan is for the CEO to just take the money for themself.
A Missed Opportunity: Mismanagement of YY's Buyback Program

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