Exactly my sentiment. Heavily vested but seeing the cut throat competition in e-commerce and now ai/cloud also make me a bit cautious. A mix of high dividend shares and big tech is my strategy
Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the top% weighted stock is msci china index
I parked some money in Intel iver the past year as I am a contrarian type of investor. I can wait. Some good product launches recently. GPU is selling like hot cake and the CPU got good reviews too. Too bad the gaudi 3 ai acc disappointed but hope the learn and come back stronger with a cutting edge 18a process
$TUAN SING HOLDINGS LIMITED(T24.SI)$DBS target ? $0.46. good stuff to come. My FB gets bombarded with nice rendering of opus bay.https://web.master-live.sgresearch.pwsg.sin.auto.prod.pc0.dbs.com/research-tr/aics/templatedata/article/recentdevelopment/data/en/DBSV/032021/TSH_SP_03082021.xml