Zhang Lei Investment Tracker 2024Q3 position change: Increased position in ZTO Express Inc. by 2,966,708 shares, the number of shares held increased 8172.75% compared to the previous period and now represents 1.63% of the total position.
Before China's National Day holiday, Chinese stocks surged amid a series of economic stimulus measures. Since Chinese assets were severely undervalued, this bull market shouldn't end soon. However, selecting the right Chinese stocks hasn't become any easier.When picking stocks, it's worth considering those that have performed well over an extended period rather than just those that have seen a one-day surge. For instance, here are seven US-listed Chinese stocks that outperformed the $S&P 500(.SPX)$ in 2024:1. $Alibaba(BABA)$ Although the share price of Asian e-commerce giant Alibaba is still far below its 2020 high of around $300, it has rebounded strongly over the past year, almost doubling from its
$Alibaba(BABA)$Other than cloud, Ciainao logistics is definitely a growth driver for Alibaba. Logistics sector is recovering in China across the board, just look at ZTO $ZTO Express Inc.(ZTO)$ and JD logistics. JD $JD.com(JD)$ logistics results were absolutely spectacular, and again it was achieved by measures to improve profitability by exiting lines of business with little or no profitability.
China Consumption (20 May 2024): Leapmotor, Stellantis, GAC, Honda, Li Auto, ZTO, Tencent Music
⬆ $Stellantis NV(STLA)$ - Stellantis and Leapmotor's joint venture will sell electric cars in Europe. GAC and Li Auto, are dismissing employees. Tencent Music’s music revenue grew by 43% YoY in 1Q24. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/china-consumption-20-may-2024-leapmotor-stellantis-gac-honda-li-auto-zto-tencent-music?utm_source=tiger_community By Ming Lu, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/ming-lu?utm_source=tiger_community On Stellantis NV (STLA):- https://www.smartkarma.com/entities/stellantis-nv?utm_source=tiger_community
⬆ $ZTO Express Cayman (ZTO)$ - Our TP for ZTO US/2057 HK is unchanged at US$38.50/HK$303, based on 24x 2024E P/E, equivalent to the historical average. Maintain BUY. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/zto-express-zto-us-1q24-core-earnings-beat-estimates?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On ZTO Express Cayman (ZTO):- https://www.smartkarma.com/entities/zto-express-cayman-inc-bc4e7cc1-66e0-4426-a8f1-edc72f314237?utm_source=tiger_community
[ZTO Express (ZTO US, BUY, TP US$24) Target Price Change]: Two Trends, Both Are Favorable to ZTO
⬆ $ZTO Express Cayman (ZTO)$ - ZTO's strong financials, favorable market trends, and new shareholder return plans position the company for continued growth and investor returns. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/zto-express-zto-us-buy-tp-us-24-target-price-change-two-trends-both-are-favorable-to-zto?utm_source=tiger_community By Eric Wen, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/eric-wen?utm_source=tiger_community On ZTO Express Cayman (ZTO):- https://www.smartkarma.com/entities/zto-express-cayman-inc-bc4e7cc1-66e0-4426-a8f1-edc72f314237?utm_source=tiger_community
ZTO Express Q423 Results & Guidance in One Simple Table | +32% Volume --> +2% EPS?! | AVOID
⬇ $ZTO Express Cayman (ZTO)$ - ZTO managed to convert +32% volume growth in Q423 into just +2% EPS growth. Looking at 2024, management expects volume growth to slow dramatically. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/zto-express-q423-results-guidance-in-one-simple-table-32-volume-2-eps-avoid?utm_source=tiger_community By Daniel Hellberg, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/daniel-hellberg?utm_source=tiger_community On ZTO Express Cayman (ZTO):- https://www.smartkarma.com/entities/zto-express-cayman-inc-bc4e7cc1-66e0-4426-a8f1-edc72f314237?utm_source=tiger_community
Options Spy | Institutions sell Micron put options to copy the bottom
After the previous day's sell-off, bargain buying emerged, and economic data raised optimism about the Fed's "pigeon turn." Semiconductor stocks rose strongly after Micron's earnings beat expectations. The fear index, known as the VIX, briefly rose above 14 for the first time since November, and the gauge of stock volatility has been near multi-year lows.The third quarter gross domestic product (GDP) annual growth rate was revised down to 4.9 percent, below market expectations, and the third quarter personal consumption expenditures (PCE) annual growth rate was revised down to 3.1 percent, below previous and market expectations. Analysts said weak growth and inflation meant the Fed was likely to cut interest rates soon.Everbright Securities released a research report that the demand for co
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. It offers freight forwarding services; and delivery services for e-commerce and traditional merchants, and other express service users. The company was founded in 2002 and is headquartered in Shanghai, the People's Republic of China.
11-06
Beneficial Ownership Change
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]