To The Moon

Alibaba As a WholeBecause of the complicated business, large companies often consider the overall indicators of the company in valuation, such as profit (P/E, EV/EBITDA), income (market-to-Sales ratio, EV/Sales) and cash flow (P/FCF, DCF discounted sustainable cash flow). The advantage is intuitive, simple and can be compared horizontally; The disadvantage is that it is difficult to maximize the valuation potential of each business.For Alibaba, the latest dynamic P/E is 15 times.But the average ttm P/E since listing is 44.2x, Even since July 2021, it has an averag of 17.2 times. The current valuation is lower than the historical average, that is, "Undervalued".2024 adjusted EPS is 60.5 yuan(market consensus), That is, the valuation in 2024 should be US $154 per share, equals US $130.6 per

$Meituan(03690)$ announced Q4 and full-year earning reports. Double beat as usual, investors should pay more attention to business segments. Margin increased again, scale effect in delivery helped a lot. However, Tencent’s dividends make it under selling pressure.Overview of Q4Revenuee 60.13 billion yuan, a year-on-year increase of 21.4%. It is one of the few Internet companies that maintains double-digit growth, which is higher than the market expectation of 57.92 billion yuan. In terms of business, the overall core local business revenue was 43.47 billion yuan, a year-on-year increase of 17.4%, higher than the market expectation of 41.44 billion

$iQiyi Inc.(IQ)$ released 22Q4 and the whole year financial report, an unexpected profit and greaterly improving free cash flow should send it to another YTD high?Q4 Performance ReviewRevenue was 7.59 billion yuan, a year-on-year increase of 2.8%, higher than the market expectation of 7.50 billion yuan;Among them, member service revenue was 4.7 billion yuan, a year-on-year increase of 15%; Advertising revenue was 1.55 billion yuan, down 7% year-on-year, higher than the market expectation of 1.39 billion yuan;Non-GAAP comparable earnings before interest and tax is 978 million yuan, and the profit rate reaches 13%, which is higher than the market ex

In less than 1 year, $Pinduoduo Inc.(PDD)$ has risen 344% from the bottom to reach a market cap of $130.2 billion. Among the Chinese stocks listed in the US, it is second only to $Alibaba(BABA)$ .Stellar performance in 2022Behind the soaring share price is strong performance. Taking the third quarter of 2022 as an example, Pinduoduo's revenue grew 65% year-on-year, much higher than Alibaba's 3% and $JD.com(JD)$ 11% revenue growth rates.Pinduoduo's revenue growth rate dropped to single digits in the first half of 2022. It is mainly because Pinduoduo had vigorously developed its self-operated merchandise sales in the same period in 2021. Altho

ChatGPT becomes a hot topic worldwide.What is ChatGPT?ChatGPT is an intelligent chatting software that has caught the world's attention because of its overly precise and anthropomorphic answers to questions.ChatGPT can write emails and essays, poetry, answer questions, or generate lines of code based on a prompt.After ChatGPT went viral, $Microsoft(MSFT)$ immediately announced investment of billions and plans to incorporate it into office and cloud computing to enhance product intelligence.$Alphabet(GOOG)$ and $Baidu(BIDU)$ subsequently announced that they are developing similar features to ChatGPT.

It seems like the market is on a run again. Are we really in a bull rally or is this going to be a fake rally again? Nasdaq has been up nearly 20% from the bottom and on a consecutive green streak. The market has been cheering ever since China has open up its economy. However, the inflation is still rocket high. With consumer expenditure dropping, many of us are impacted with rising living cost. Are we really too opmistic for the market? We are still in a deflationary phase and the fed might still hold back on the rates. I will be caution in nibbling some shares to increase my portfolio. Never be too greedy if this boat has already left you, it will be back. Just wait for the right time $Nasdaq100 Bull 3X ETF(TQQQ)$ 

Many of you have seen a substantial growthin your portfolio if you have been holding Chinese concept stocks like $Meituan(03690)$ $XIAOMI-W(01810)$ $TENCENT(00700)$ $TRIP.COM-S(09961)$  Here I have presented why will continue to rally in near future however.... why among these especially delivery and travel sectors are the bright spots; positives are : 1. After the epidemic is over, users may develop the habit of ordering food delivery out of stickiness (but this is not the early stage of the food delivery platform, and the market share has been saturated) 2. After the epidemic is

On December 31 last year, the New Year's Eve party of Bilibili appeared as scheduled, giving an end to the unpredictable year 2022. Recalling 2022, everyone has very different feelings. But for Bilibili, 2022 is an eventful autumn. It has encountered many difficulties: falling stock prices, continuous losses, and "redundancy" disturbances, which are all bad news for Bilibili. Ideally, Station B, which accompanies users to grow up, should become the main place for users to spend after making money. But this is not the case. The core user group of Bilibili takes users under the age of 30. Many of them have just entered the society, and their consumption ability is not very strong. What is more popular for Bilibili members to buy is that the surrounding handicrafts and game equipment are all

Refer to How to balance portfolio of Chinese stocks?Most of Hong Kong exchange stocks are Chinese Mainland companies. Only a few of local ones, such as$CKH Holdings(00001)$$HK & CHINA GAS(00003)$ $MTR CORPORATION(00066)$ in local businesses and utilities, or international enterprises, such as 

In the last month, money is coming back to Chinese Stocks. Many companies rebounded a lot, not only the big techs, but also small companies soared.The top 10 performers in the past month includes, $Gaotu Techedu Inc.(GOTU)$,$Waterdrop Inc.(WDH)$,$EHang Holdings Ltd(EH)$,$So Young(SY)$While The top 10 companies in the last week includes <

$Alibaba(09988)$  Border opening, signalling positive policy direction. All key hurdles to China’s reopening will be removed in early January 2023, signalling a positive policy direction. Despite MSCI China Index & CSI300 Index have increased 27% & 7% respectively since November 2022, i reiterate my constructive view on Chinese equities. The offshore Chinese equities is also relatively more vulnerable to the US economic & equities market development, i Ah forecasting a US recession in 2H. Hence, i maintain our relative preference to the onshore A-share Chinese equities within Chinese equities. The ongoing outbreaks across the country are likely to weigh on economic activities in th

$AiXin Life International, Inc.(AIXN)$  ipo coming sooner?

Is now the time to relook China? With the recent relaxation of COVID-19 restrictions, investors are optimistic about Chinese equities heading into 2023. Although it will be a while before a full exit from the Zero-COVID policy takes effect, there are opportunities available as China steps up.Read more about our views in the article 

The education sector in Hong Kong stocks has soared in recent days: giant leader Wisdom Education$WISDOM EDU INTL(06068)$ jumped 166% in 4 trading days, Scholar Education$SCHOLAR EDU(01769)$ rose 126%, and $KOOLEARN(01797)$ continued to hit a new all-time high.Recently, the education sector rose as China released the "Outline of Strategic Planning for Expanding Domestic Demand (2022-2035)".The outline proposes to actively develop education service consumption, encourage social provision of education services, support and regulate the development of private education, promote the reform

China’s strict Covid-19 controls have weighed heavily on its economy since the onset of the pandemic. Now, a loosening of restrictions is raising hopes of a revival.Until recently, China had stood firm on its zero-Covid policy even as countries around the world adopt a “live with the virus” approach. But it has since relaxed its approach, with various cities announcing that commuters are no longer required to present test results to travel. Beijing has also begun removing testing booths within the city.Investors have cheered the relaxation of restrictions. China’s CSI 300 index, which tracks the largest mainland-listed stocks, has

The China Civil Aviation Administration has formulated a three-stage goal of restoring the domestic aviation market, and it will recover to 88% before the epidemic by the end of January 2023. Recently, the "New Ten Measures" prevention and control measures were introduced, and the domestic air transportation market recovered rapidly. To this end, the China Civil Aviation Administration recently issued the "Work Plan for the Safe and Orderly Resumption of the Air Transport Market". The base is restored.  @TigerStars   $CHINA AVIATION OIL(S) CORP LTD(G92.SI)$  

$Kweichow Moutai Co.,Ltd.(600519)$  its just the beginning of 🚀🚀🚀🚀 ? Since China is opening already! 

Today, after the introduction of the "New Coronary Virus Antigen Detection Application Plan", stocks related to antigen testing concepts have risen, but only the A-share sector has a significant increase, and H-shares have not reflected much. For example, Livzon Pharmaceutical has only a small increase. Therefore, I think that instead of focusing on stocks in this type of sector, it is better to find a stock that has potential and has a similar relationship with the concept of the new crown. The effect may be better. Moreover, this stock has been listed in Hong Kong for some time. What kind of stock is it? He is from China Traditional Chinese Medicine.HK$TRAD CHI MED(00570)$ . Why do I choose Chinese medicine?  The reasons are as follo

$LION-OCBC HSTECH ETF S$(HST.SI)$ not familiar HK market? Don't knowwhat stock to buy? You can just buy this Hang Seng Tech Index ETF

Alibaba VS Tencent 🏆 if you are asked to choose which one better, what is your pick my friend? After doing some checking and comparing, myself think $Tencent Holding Ltd.(TCEHY)$ has better prospect than $Alibaba(BABA)$ Bullishbut both are good companies.  I am using USD price coz easier for me to compare because i am not familiar with HKD 😊 suggestion is to be patient, there will be a time market will bull again, only we don't know when. 😅 “Our China evaluation framework finally shows the majority of factors improving concurrently with the latest acceleration of Covid relaxation, property market stabilisation, regulatory reset wrapping up, as well as early si