$BABA-W(09988)$ what is the approprite measure we value a great company like Alibaba? US165 compares to HK 160 ? Hong kong pricing is way too cheap. US investors have more confidence in a Chinese company than the China investors
$BIDU-SW(09888)$ Withholding rare earth, who has more advantage? Who will win the race? Taking small profit or selling at a loss out of fear may not be a good idea, especially a company like Alibaba with its excellent strategy and foresight
$BABA-W(09988)$ Withholding rare earth, who has more advantage? Who will win the race? Taking small profit or selling at a loss out of fear may not be a good idea, especially a company like Alibaba with its excellent strategy and foresight
$BABA-W(09988)$ We never know with the trade war on going, US may delist Alibaba from the US market. It may be wise to invest in Hong Kong market just in case and get to buy more shares
$BABA-W(09988)$ In my opinion, China should be independent of US market. With China rising and its hold on rare earth and its highly hard working intelligent scientists and engineers, the west should take the q from China market
$BIDU-SW(09888)$ : I am evaluating the share price of the company with great confidence of my trust in the brilliance of the founder and CEO of the company. Their competency are world class. The value per share of the company under US200 is way too cheap based on the trajectory of its future earning. It should be easily be more than US1000 in the near future. I am more inclined to think that AI bubble ( if there is one ) and the threat of tariffs should not affect its profitability and value. In fact restriction of supply of rare earth to the world will benefit greatly for the Chinese AI and chip production companies. For its production will not face disruption.
$BABA-W(09988)$ InSight : I am evaluating the share price of the company with great confidence of my trust in the brilliance of the founder and CEO of the company. Their competency are world class. The value per share of the company under US200 is way too cheap based on the trajectory of its future earning. It should be easily be more than US1000 in the near future. I am more inclined to think that AI bubble ( if there is one ) and the threat of tariffs should not affect its profitability and value. In fact restriction of supply of rare earth to the world will benefit greatly for the Chinese AI and chip production companies. For its production will not face disruption.