To The Moon

The performance of Hong Kong stocks has been good lately. $TENCENT(00700)$ stopped repurchasing on April 15th and not only remained stable during the external callback but also rose continuously this week. Blockbuster game DNF mobile game's launch is confirmed, and the market expects a significant increase in Q1 net profit. However, what is more important is $Naspers Ltd.(NPSNY)$ which has seen a decrease in the reduction of holdings for two consecutive weeks. Continuous inflow of central capitalOutflow of funds brought by the decline in the US stocks, is stimulating the emerging markets quite significantly. Similarly, Meituan-W (03690) also experienced similar fluctuations, with the reason for the inc

In an earnings season replete with mentions of "AI" and "autonomous technology", the earnings release by Chinese e-commerce giant JD.com Inc ( $JD.com(JD)$ or $JD.com, Inc.(JDCMF)$) - which easily ranks in the Top 5 or Top 10 e-commerce companies worldwide - stood out in that there was virtually no mention of either, despite sustained efforts in AI, Big Data and robotics over several years, continual development of drones for delivery for the better part of a decade, and the release of a ChatGPT-like large language model for enterprises last year. The company was deemed to have beaten analysts' expectations by a handsome margin, leading to a near-immediate rally in after-hours session on the day of the ear

$Baidu(BIDU)$ plunged 7% on Friday. Chinese concept stocks were already skittish, and the market is worried about the next black swan event.The earliest source was a report from the South China Morning Post, which stated that Wenzhen Yiyuan and iFlytek's Xinghuo model for testing AI systems has been opened to a research laboratory of the PLA Strategic Support Force.Reasons not to recommend a buy on dip1. Baidu may be subject to sanctions by the US government, from an international investment perspective, it is inevitably "sell first, talk later."2. Baidu's main business faces many competitors and loses growth potential.3. Overall macro data is not conducive to the overall development of the advertising industry.4. Foreign investment began to withd

I have one question: when is the Chinese economy coming back on? #yinn #baba

$Bilibili Inc.(BILI)$ plunged more than 12% after announcing its Q3 financial report, as investors have serious doubts about its commercialization capabilities despite cost reduction efforts leading to decreased losses. $BILIBILI-W(09626)$ In terms of performance, the revenue was 5.81 billion yuan, a mere 0.2% increase compared to the same period last year, meeting expectations but ranking at the bottom among Chinese concept stocks that released their Q3 financial reports. The mobile gaming segment continued to be weak, with a 33% year-on-year decrease but an 11% increase compared to the previous quarter. Advertising business showed growth of over 20%, which is similar to the industry average since Bilib

$MEITUAN-W(03690)$ announced its Q3 earnings after Oct. 28. How compete and survive together with Douyin will become the main investment theme for the next few quarters.Investment highlightsMeituan's Q3 performance is mainly reflected in the conflicting business sectors. In the post-"stay-at-home" era, the delivery and grocery business segments have been weak, while the offline dining and transportation businesses have shown growth.Delivery has become increasingly stable, with a steady increase in profit margin, but it may be lacking in highlights. The opening of the offline economy will inevitably have a certain impact on online delivery. Although the delivery business grew by 14% YoY this quarter, it was lower than the instant delivery and dist

$NIO Inc.(NIO)$ NIO about to explode.Stock will be in the wierd range of 10-20 dollars after dec 5 :DThe upside is unbelievable. THX for bringing it down here!Compare the high grade partnerships NIO has with the likes of CHAGAN NVIDIA, CATL, SINOPEC, BP, SHELL, IKEA, and others to Tesla, BYD, Lucid, Rivian, and Fisker. Not even close. NIO has $80 written all over it![Miser][Miser][Miser][Happy][Happy][Happy][Strong][Strong][Strong]

$Trip.com Group Limited(TCOM)$ Driven by the quarter, revenue reached 13.8 billion yuan, 1.89 billion US dollars, a year-on-year increase of 95.2%, exceeding expectations by 20 million US dollars. EPS was $0.94, exceeding expectations of $0.37.Among them, domestic hotel bookings increased by more than 90% year-on-year, an increase of more than 70% compared to the same period in 2019. Due to the impact of the sinking strategy, the commission rate and platform ADR were slightly lower than the pre-epidemic level. At the same time, considering the seasonality, the company expects a certain degree of slowdown in domestic air and hotel bookings in Q4.Outbound hotel and flight bookings have recovered to about 80% of the same period in 2019 (compared to 6

Kuaishou-W (01024) announced its Q3 2023 financial report. The recent regulatory expectations for live-streaming e-commerce caused the company's stock price to experience a pullback. However, due to optimistic expectations for Q3 performance and excellent performance on Singles' Day, the stock price rebounded again. $KUAISHOU-W(01024)$ $KUAISHOU-WR(81024)$ The revenue performance in Q3 was almost in line with market expectations, but the profit performance exceeded expectations. In addition to the company's further reduction in bandwidth costs (a major expense for short video companies), which led to an increase in gross profit margin, the continued decline in the three major expense ratios also contrib

$XIAOMI-W(01810)$ Q3 financial report released yesterday was the best in recent years, but why did the stock price plummet despite the good report?The highlight of Q3 was the improvement in profit margin. Although Lei Jun had previously set a target of 5% net profit margin for smartphones, he did not mention that the overall profit margin would be so low. Therefore, the increase in revenue from services, such as game advertising, could achieve good results. Of course, the more important aspect is that Xiaomi now focuses on both the low-end and high-end smartphone markets. By maintaining profit in the low-end segment and creating service revenue through ecosystem maintenance, Xiaomi competes with top competitors in the high-end smartphone market.

$XIAOMI-W(01810)$ announcing its Q3 2023 financial report. Due to the recent hot sales of Xiaomi 14, the company's stock price surged from the bottom, even providing some guidance for the Hong Kong technology sector. Therefore, this financial report has become a focus of market attention. $Xiaomi Corp.(XIACY)$ Investment highlightsOverall, Q3 revenue and profits both exceeded market expectations, further verifying the success of the company's "dual-brand strategy" and its momentum of "rising from the ashes."Revenue growth is not surprising. This quarter's revenue reached 70.89 billion yuan, a year-on-year increase of 0.6%, and the first time since Q4 2021 to recover positive growth. Smartphones, IoT, an

Paradigm Shift: $NIO Inc.(NIO)$ $XPeng Inc.(XPEV)$ $Li Auto(LI)$ $NaaS Technology Inc.(NAAS)$ (1) in 20 years, China's oil-powered vehicle fleet--380 millions of them, will be replaced by electricity-powered users, a stunning 400 million. (2) its impact and consequences will be felt by the entire world; (3) any corporation that can grasp this historic opportunity will be the next giant. Using this yardstick, the current price of NAAS is a steal by a long shot.ImageFollow me to learn more about analysis!!https://twitter.com/MasterPandaWu

MSCI has released the results of its semi-annual index review for November 2023, which includes the MSCI China A50 $MSCI China A50 Index - main 2312(MCAmain)$ . This is a major adjustment for the semi-annual review, so the scope of index additions, deletions, and other adjustments is wide and may have a significant impact.Changes in constituent stocks19 new constituent stocks have been added while 19 have been removed. Among the new additions are Hong Kong stocks $ZHEJIANG LEAPMOTOR TECHNOLOGY CO., LTD.(09863)$ and $Brilliance China(01114)$ ), and 17 new A-share stocks have been added. The 19 deletions include 9 Hong Kong stocks, such as

$Alibaba(BABA)$ $Alibaba(09988)$ changes in listed company ownership from 8/15/23 to 11/15/23:Added: $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ $BEST Inc(BEST)$ Reduced: $Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ $Hello Group Inc(MOMO)$ $Weibo(WB)$ ImageGreat rundown of BABA results 👇Cloud was obviously disappointing.Jack Ma trust sale of 10m shares could have been better timed, but it is what it is.No more Alibaba C

$Alibaba(BABA)$ announced its Q2 financial report for the fiscal year ending in September. The market had high expectations for this report, as the stock had risen nearly 4% the previous day. However, after the report was released, the stock plummeted more than 8%.This does not necessarily mean that the current performance was poor. Investors may be more concerned about the suspension and postponement of the spin-off listings of certain business groups within Alibaba, as well as the "growth potential" ( $Pinduoduo Inc.(PDD)$ , Shein) after the start of dividend distribution. In addition, Jack Ma's reduction in holdings may have hit investors' sensitivity to the risk appetite for "Chinese assets".Investment

On Wednesday, Joe Biden and Xi Jinping meet in effort to stabilise relations. It is reported after a meeting between both side didn’t result in new agreements on the economic front.However, Chinese ADR related ETFs $FTSE China Bull 3X Shares(YINN)$ , $ProShares Ultra FTSE China 50(XPP)$ , $CSI China Internet ETF(KWEB)$ rose 7.21%, 4.68%,3.42 respectively on Wednesday.With $TENCENT(00700)$ $Tencent Music(TME)$ and $JD.com(JD)$’s earnings up, It is surprised that $Alibaba(BABA)$’s revenue of $30.81B

Amidst growth projections and strategic directions, $JD.com(JD)$ emphasizes the expanding role of third-party sellers, anticipating their Gross Merchandise Value (GMV) to surpass that of self-operated sellers. Leveraging supply chain advantages and focusing on diverse consumer needs, JD.com remains committed to fostering a unique platform ecosystem.Facts📈 Third-Party Sellers' Growing Influence: JD.com foresees third-party sellers' GMV overtaking self-operated GMV in the future, aligning with their focus on catering to diverse consumer demands.🛒 Evolving Platform Ecology: Positive feedback from users and increasing transaction volumes showcase the continuous enhancement of the third-party seller ecosystem, a long-term investment for JD.com.💡 Continuo

Hello everyone! Today I want to share some option strategies with you!1.Closed it out. They moved up the ask by 0.01, so we gave in. Not happy though ... we don't like giving up money.ImageTrying to close out our $Target(TGT)$ Dec 15 90/80 put credit spread for close to max profit. Set the order at the ask and it still isn't getting filled. Would prefer to close this trade so that we can free up the buying power.2.Trade idea on $Palo Alto Networks(PANW)$ Earnings Date: Nov 15th after market close Expected Move: ~7% Entry: Is it just us, or do you also think that PANW looks primed for a drop after earnings? We want to establish a long position on this stock, so we'd welcome a drop in price. We are going to

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ Excited Lets Go GIF by 2023 MTV Video Music Awards Earnings beat estimates, solid Q4 guidance It will more sale with X9 , This is time to buy Where people confusion but if you long, you know this company progressing every week and delivering every promise they make they should raise price of their car, I think they will raise price once people loving their car and ADSThis is destined for 30$ in the next few months and 50$ mid 2024 and 70$ 2025 💪 good luck to all 🚀💵💵💵💰🤣

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ How are they going to survive losing so much money? Wait until Nio $NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ reports. They are in a price war in China and $Li Auto(LI)$ $LI AUTO-W(02015)$ $BYD Co., Ltd.(BYDDF)$ $BYD COMPANY(01211)$ $Tesla Motors(TSLA)$ are eating everybodys lunch. They are goin

The performance of Hong Kong stocks has been good lately. $TENCENT(00700)$ stopped repurchasing on April 15th and not only remained stable during the external callback but also rose continuously this week. Blockbuster game DNF mobile game's launch is confirmed, and the market expects a significant increase in Q1 net profit. However, what is more important is $Naspers Ltd.(NPSNY)$ which has seen a decrease in the reduction of holdings for two consecutive weeks. Continuous inflow of central capitalOutflow of funds brought by the decline in the US stocks, is stimulating the emerging markets quite significantly. Similarly, Meituan-W (03690) also experienced similar fluctuations, with the reason for the inc

In an earnings season replete with mentions of "AI" and "autonomous technology", the earnings release by Chinese e-commerce giant JD.com Inc ( $JD.com(JD)$ or $JD.com, Inc.(JDCMF)$) - which easily ranks in the Top 5 or Top 10 e-commerce companies worldwide - stood out in that there was virtually no mention of either, despite sustained efforts in AI, Big Data and robotics over several years, continual development of drones for delivery for the better part of a decade, and the release of a ChatGPT-like large language model for enterprises last year. The company was deemed to have beaten analysts' expectations by a handsome margin, leading to a near-immediate rally in after-hours session on the day of the ear

$Baidu(BIDU)$ plunged 7% on Friday. Chinese concept stocks were already skittish, and the market is worried about the next black swan event.The earliest source was a report from the South China Morning Post, which stated that Wenzhen Yiyuan and iFlytek's Xinghuo model for testing AI systems has been opened to a research laboratory of the PLA Strategic Support Force.Reasons not to recommend a buy on dip1. Baidu may be subject to sanctions by the US government, from an international investment perspective, it is inevitably "sell first, talk later."2. Baidu's main business faces many competitors and loses growth potential.3. Overall macro data is not conducive to the overall development of the advertising industry.4. Foreign investment began to withd

$Alibaba(BABA)$ announced its Q2 financial report for the fiscal year ending in September. The market had high expectations for this report, as the stock had risen nearly 4% the previous day. However, after the report was released, the stock plummeted more than 8%.This does not necessarily mean that the current performance was poor. Investors may be more concerned about the suspension and postponement of the spin-off listings of certain business groups within Alibaba, as well as the "growth potential" ( $Pinduoduo Inc.(PDD)$ , Shein) after the start of dividend distribution. In addition, Jack Ma's reduction in holdings may have hit investors' sensitivity to the risk appetite for "Chinese assets".Investment

$Bilibili Inc.(BILI)$ plunged more than 12% after announcing its Q3 financial report, as investors have serious doubts about its commercialization capabilities despite cost reduction efforts leading to decreased losses. $BILIBILI-W(09626)$ In terms of performance, the revenue was 5.81 billion yuan, a mere 0.2% increase compared to the same period last year, meeting expectations but ranking at the bottom among Chinese concept stocks that released their Q3 financial reports. The mobile gaming segment continued to be weak, with a 33% year-on-year decrease but an 11% increase compared to the previous quarter. Advertising business showed growth of over 20%, which is similar to the industry average since Bilib

$MEITUAN-W(03690)$ announced its Q3 earnings after Oct. 28. How compete and survive together with Douyin will become the main investment theme for the next few quarters.Investment highlightsMeituan's Q3 performance is mainly reflected in the conflicting business sectors. In the post-"stay-at-home" era, the delivery and grocery business segments have been weak, while the offline dining and transportation businesses have shown growth.Delivery has become increasingly stable, with a steady increase in profit margin, but it may be lacking in highlights. The opening of the offline economy will inevitably have a certain impact on online delivery. Although the delivery business grew by 14% YoY this quarter, it was lower than the instant delivery and dist

$TENCENT(00700)$ announcing its Q3 2023 financial report. After the announcement, $Prosus NV(PROSF)$ , major shareholder of Tencent (hold by $Naspers Ltd.(NPSNY)$ , soared over 4% on the Euronext Amsterdam.A positive and proactive Q3 report. Revenue continued to increase, with strong performance in advertising and financial technology in Q2 leading to higher expectations for Q3. The gaming business remained stable, while international operations continued to grow at a double-digit rate. The advertising business grew as expected, demonstrating the continued effectiveness of the WeChat ecosystem for advertising. The financial technology and enterprise services e

Kuaishou-W (01024) announced its Q3 2023 financial report. The recent regulatory expectations for live-streaming e-commerce caused the company's stock price to experience a pullback. However, due to optimistic expectations for Q3 performance and excellent performance on Singles' Day, the stock price rebounded again. $KUAISHOU-W(01024)$ $KUAISHOU-WR(81024)$ The revenue performance in Q3 was almost in line with market expectations, but the profit performance exceeded expectations. In addition to the company's further reduction in bandwidth costs (a major expense for short video companies), which led to an increase in gross profit margin, the continued decline in the three major expense ratios also contrib

$XIAOMI-W(01810)$ announcing its Q3 2023 financial report. Due to the recent hot sales of Xiaomi 14, the company's stock price surged from the bottom, even providing some guidance for the Hong Kong technology sector. Therefore, this financial report has become a focus of market attention. $Xiaomi Corp.(XIACY)$ Investment highlightsOverall, Q3 revenue and profits both exceeded market expectations, further verifying the success of the company's "dual-brand strategy" and its momentum of "rising from the ashes."Revenue growth is not surprising. This quarter's revenue reached 70.89 billion yuan, a year-on-year increase of 0.6%, and the first time since Q4 2021 to recover positive growth. Smartphones, IoT, an

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ has just released its third quarter report, revealing a slight miss on revenue expectations and a record-breaking loss, causing its pre-market stock price to plummet by nearly 4%.Special commend: How to achieve an 8%* annualized yield on your Tiger Vault Fund?Specifically, Xpeng's revenue in the third quarter was 8.53 billion yuan, an increase of 25% year-on-year, but slightly less than the 8.58 billion yuan expected by analysts:Revenue growth is within market expectations, because Xpeng announces sales every month, although less than market expectations, but the range is not large. Therefore, the r

Just now, $Li Auto(LI)$ $LI AUTO-W(02015)$ released its third quarter results, the performance was very excellent!Specifically, revenue in the third quarter was 34.68 billion yuan, a year-on-year surge of 271.2%, exceeding analyst expectations of 33.74 billion yuan:The surge in revenue was mainly due to the booming sales of cars, which sold totaled 105,108 units in the third quarter, a year-on-year increase of 286% :Under the scale effect brought by the increase in sales volume and the decrease in battery costs, the gross profit margin in the third quarter was 22%, an increase of 0.2% from the previous quarter, while the net profit margin was the same as 8.1% in the previous quarter:The net profit margin o

$Sea Ltd(SE)$ released its Q3 financial report for 2023. The three main business segments - gaming, e-commerce, and finance - showed mixed results. While the gaming sector remained profitable, the e-commerce division experienced a significant decline in profits, and the finance segment performed well but relied heavily on e-commerce.Although the market had already anticipated that Shopee would return to losses and erase this year's profits by focusing on volume over price, it was surprising to see that the losses were even greater than expected. This has raised doubts among investors regarding the growth achieved through this strategy.As a result, Sea opened at a -12% decline in the US stock market and continued to drop throughout the day, ultimatel

$DiDi Global Inc.(DIDIY)$ released its Q3 2023 financial report, causing the stock to surge over 9% on the same day. Due to the fact that the liquidity of over-the-counter trading is not as good as that of the main board, it is understandable that there is slightly more volatility. However, this quarter's financial report still reflects a decent growth rate. Although it no longer has the high-speed growth it once had, there are clear signs of business recovery. The economic model of shared mobility is feasible and can also make stable profits relying on the macro economy, just like $Uber(UBER)$ and $Grab Holdings(GRAB)$ Q3 Earnings OverviewTotal revenue was 51.4

$XIAOMI-W(01810)$ Q3 financial report released yesterday was the best in recent years, but why did the stock price plummet despite the good report?The highlight of Q3 was the improvement in profit margin. Although Lei Jun had previously set a target of 5% net profit margin for smartphones, he did not mention that the overall profit margin would be so low. Therefore, the increase in revenue from services, such as game advertising, could achieve good results. Of course, the more important aspect is that Xiaomi now focuses on both the low-end and high-end smartphone markets. By maintaining profit in the low-end segment and creating service revenue through ecosystem maintenance, Xiaomi competes with top competitors in the high-end smartphone market.

On the occasion of sprinting for the last quarterly sales, the 2024 sales forecasts of the domestic new car-making companies have been passed to the supply side.According to reliable sources, $Li Auto(LI)$ 's 2024 sales forecast exceeds 800,000 units, and according to this year's expected sales of 380,000 units, Li's sales will rise by more than 100% next year.Meanwhile, $NIO Inc.(NIO)$ gave a sales forecast of more than 230,000 units for 2024, while $XPeng Inc.(XPEV)$ 's sales forecast is more than 280,000 units. It's worth noting that none of the above figures includes Nio and Xpeng Auto's sub-brands, Alpine and MONA.In the fourth quarter of ea

$Li Auto(LI)$ has a nice Gap Up of 5.4% on 06 Nov 2023 trading and its last close price of $39.42 would mean it is up more than 80% year-to-date. After delivering 40,422 cars in the month of October, Li Auto has met its target set to deliver over 40,000 vehicles each month in the final quarter of the year. This is one Chinese EV maker that has a long way to go, I have seen so many Li cars on the road of China during my recent trip to many places in China. If Li Auto went on to beat expectations in their upcoming quarterly results, we can expect the stock to soar higher in the coming weeks. It has so far done better than all the competitors in the industry. In this article I will be sharing on how I intend to benefit from this bullish outlook befor

Xiaomi's Profitability: Xiaomi, the Chinese tech giant, has been a stock that I've held in my portfolio for quite some time. Over the past year, I've seen some significant gains in this company's stock. The smartphone manufacturer's relentless innovation and expansion into various tech sectors, such as smart home devices and electric vehicles, have been key drivers of its success. Their consistent growth and impressive earnings reports have been a pleasant surprise. So, to answer the first question, yes, my Xiaomi holdings have indeed been profitable. My Bullish China Stock: Among the myriad of Chinese stocks, one that I've remained particularly bullish on is Tencent. Tencent, with its dominant position in the gaming industry, vast social media platforms, and investments in cutting-edge te

This Chinese e-commerce giant is still on sale. $Pinduoduo Inc.(PDD)$ , China's third-largest e-commerce company by annual revenue, went public at $19 per American depositary share (ADS) on July 26, 2018. Its stock subsequently rallied to an all-time high of $202.82 on Feb. 17, 2021.At the time, Pinduoduo impressed investors by growing faster than its two larger competitors, Alibaba and JD.com. But today, Pinduoduo's stock trades nearly 50% below that price at about $104. The bulls retreated as Pinduoduo's revenue growth cooled off, rising rates compressed its valuation, and U.S. regulators repeatedly threatened to delist all Chinese stocks.Those challenges seem daunting, but I believe Pinduoduo is still a great growth sto

$Pinduoduo Inc.(PDD)$  The company's stock performance has been particularly outstanding if we consider that investors have generally avoided Chinese companies amid challenges like the crackdown by the Chinese government and increased scrutiny by the Securities and Exchange Commission. Let's look at the reasons behind Pinduoduo's solid performance from the perspective of its business fundamentals -- and where the stock might go from here. Pinduoduo has proven its skeptics wrong Pinduoduo's rise has been astonishing. From zero revenue in 2015, the company grew into an e-commerce giant with 72.6 billion yuan in revenue ($11.4 billion) in 2021. But in the same year, its founder and chairman, Huang Zheng, stepped down from the company, having re

Hello everyone! Today I want to share some option strategies with you!1.Closed it out. They moved up the ask by 0.01, so we gave in. Not happy though ... we don't like giving up money.ImageTrying to close out our $Target(TGT)$ Dec 15 90/80 put credit spread for close to max profit. Set the order at the ask and it still isn't getting filled. Would prefer to close this trade so that we can free up the buying power.2.Trade idea on $Palo Alto Networks(PANW)$ Earnings Date: Nov 15th after market close Expected Move: ~7% Entry: Is it just us, or do you also think that PANW looks primed for a drop after earnings? We want to establish a long position on this stock, so we'd welcome a drop in price. We are going to