To The Moon

$Alibaba(09988)$   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.

Well. I think PDD rise have moderate impact at most to Baba. PDD product are mainly low end dollar shop stuff. If you are buying say a premium sports shoes, you will still buy in TMall They just capture different segment of the population. Similarly Douyin live streaming sales might work for young Chinese but if you observe any moderate or high income earner won't have the time to watch live streaming sales. If they want to buy something, they will just buy it rather than watching live streaming which is a waste of time for higher income earner. So my view is still that PDD or Douyin capture only the lower end of the segment. JD is still a competitor and focus on electronic stuff. All in all, Alibaba moat is still strong.

A very comprehensive analysis of Alibaba

Well the worse have yet to begin

Good. Capturing a wide spectrum of market

$Aztech Gbl(8AZ.SI)$  Upward March

This is likely to have a long term impact on consumer sentiment especially towards Tsingtao in both global and domestic market. The beer market is extremely competitive in China. It will be interesting how this will play out for Tsingtao considering there are many other brands that can take away the domestic market. Time to test how well consumer loyalty towards Tsingtao. 

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

$Aztech Gbl(8AZ.SI)$  1H Results are out. Looks good to me with interim dividends. There is still appx 600 mill book order that majority are to be completed this year. Going at this rate 2H results would be even more impressive if they manage their Forex risk well.

$Sono Group N.V.(SEV)$  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