• MaverickTigerMaverickTiger
      ·11-30 17:06

      Which China Stocks Rebound MORE?

      Since the retracement in late October, China Stocks has once again started another wave of rebound.$KraneShares CSI China Internet ETF(KWEB)$The trend of stock price is determined by market sentiment, and this year's macro-level determines investor sentiment. At present, there are different voices in the discussion on the valuation of Chinese assets, but there is still consensus on individual logic.1. Growth enterprises are accelerating to transfer to matures, esp in operations. In order to survive the cold winter, more companies take the initiative to shrink clothes and diet, reduce costs and increase efficiency, and have achieved good results;2. Company's strong cash flow is favored by market. Extra returns, such as dividends, are once again valued by investors;3. Pandemic is gradually going away,All kinds of good news come out frequently, which also makes the m
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      Which China Stocks Rebound MORE?
    • FuroreFurore
      ·11-26
      The Chinese and HK markets had been through a very low point recently. This could be the time for a higher rebound or even the start of a bullish market. Especially so, if China eases or even remove their zero covid policy.  Personally for me, I'm not vested in the Chinese or HK market. But I'm either vested or have added to my watchlist these companies that are listed on SGX. $YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$ $WING TAI HOLDINGS LIMITED(W05.SI)$  and $YANLORD LAND GROUP LIMITED(Z25.SI)$  just to name a few. Alternatively, another way is to buy HSI ETFs such as $EWH(EWH)$  or $FLHK(FLHK)$  if interested in investing there.
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    • HONGHAOHONGHAO
      ·11-22

      Hao Hong | Outlook 2023: A Cyclical Recovery

      Key Takeaways China finetuning “COVID-Zero”; flames of “Dual Circulation” turning blue. The Chinese authority is finetuning “COVID-0”, at a juncture when negative exports growth for the first time in 29 months and negative retail growth are suggesting receding demand both home and abroad. Yet onshore market rebounded strongly – from a similar level last seen at the onset of COVID in Mar 2020 China’s export cycle, an intermediate economic cycle running every seven years, has peaked in Feb 2021, and has translated to slowing accumulation of current account surplus compared with GDP. The export cycle correlates closely with China’s stock market cycle via the liquidity created via its export cycle. Thus, a peaking export cycle argues against a “secular bull market” suggested by consensus. Economic cycle near turning point, but arduous property recovery likely. The short cycle as measured by the property investment cycle, however, is nearing its turning point, but still needs a ca
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      Hao Hong | Outlook 2023: A Cyclical Recovery
    • WallStreet_TigerWallStreet_Tiger
      ·11-22

      Mlns of Contracts Indicate US Investors are Betting on China Stocks

      Chinese stocks have been outperforming this month and Wall Street institutions are bullish, with data showing that USinvestors are trying to seize the opportunity to add to their bets on Chinese stocks.US investors are bullish in Chinese stocks judging by Options contractsAccording to Market Chameleon, a US stock and options information site, as of last Friday(1) Open contracts in calls on the $FXI(FXI)$ , a US-listed ETF that tracks large-cap Chinese stocks traded on the Hong Kong Stock Exchange, reached an all-time high of 4,447,800 contracts, while open puts stood at 1,724,400 contracts.The number of open call options contracts is about 1.6 x higher than the number of put options contracts.(2) The $6.58 billion $MCHI(MCHI)$ , the largest China ETF in the US market, has 46,467,000 open call options, near the highest
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      Mlns of Contracts Indicate US Investors are Betting on China Stocks
    • A.111A.111
      ·11-22
      On CNBC's latest "Mad Money Lightning Round," Jim Cramer said he would take a little off the table in GrowGeneration Corp (NASDAQ:GRWG). Cramer thinks Deere & Company (NYSE:DE) is going higher, but he advised a viewer to take some of his cost basis out. He also thinks Mosaic Co (NYSE:MOS) is going higher. Cramer has no desire to own Apartment Investment and Management Co (NYSE:AIV), and said he is so fed up with all the real estate investment trusts that he is taking a giant pass.
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    • MaverickTigerMaverickTiger
      ·11-21

      Why Feds Officials Delivers Hawkish Speeches?

      Mid-term electionsAs of November 20th, although the votes in the mid-term elections in the United States have not been fully counted, the result is confirmed, Republicans regained control of the House of Representatives by 219: 212 (higher than 218 votes), while the Democrats continued to lock the Senate (50 seats, plus one vote for the vice president). The divided Congress has confirmed.Despite winning the House of Representatives, the Republicans did not have a "Red Wave", weaker than the market expected. There may be many reasons, including the error of previous polls and the influence of mail-in votes. But it has already turned out to be, Republicans are difficult to form an absolute dominance in Congress.Democrats, it is obvious that due to the impact of the previous pandemic and the high inflationary pressure before the election, not only the House of Representatives was lost, but also President Biden's continued low support rate.What
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      Why Feds Officials Delivers Hawkish Speeches?
    • silverkapowsilverkapow
      ·11-21
    • MilkTeaBroMilkTeaBro
      ·11-21

      international investors are optimistic about Chinese assets

      With the recent recovery of the A-share and Hong Kong stock markets, more and more international investors are optimistic about Chinese assets. This weekend, UBS issued a view that at present, Chinese stocks are more favored than bonds, and after market sentiment improves, Chinese stocks are more likely to rebound. On the same day, the Goldman Sachs strategy team also wrote in the latest report that the MSCI China Index and the CSI 300 Index will return as high as 16% in the next 12 months. When factoring in exchange rates, the returns are as high as 19% and 21%. $TRACKER FUND OF HONG KONG(02800)$   $Lion-OCBC Sec HSTECH S$(HST.SI)$   $TENCENT(00700)$ 
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      international investors are optimistic about Chinese assets
    • UltrahishamUltrahisham
      ·11-20
      Political positioning China is the world's second largest economy and an economy that big will affect global markets as a whole. US is the world's largest economy and they know if they are not careful withtheir power plays, they run the risk of being displaced. What puts them at an advantage is their technological advancements as well as an economy that penetrates deep into the fabricsof the world's economy. Just think $Coca-Cola(KO)$ and $McDonald's(MCD)$ . They are everywhere and is a household name in almost every country.  However, they also know the rapid advancements that China has made over the years. And acountry that big and rich in its own history does not 'look up' to the 'American dream' the same way other smaller countries do and do not kow tow the same way they do to survive. And a country that has its own ways of life which is different remains a threat to another
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    • Sheng SoonSheng Soon
      ·11-19
      I used to be quite reluctant to invest in Chinese stocks due to the fear of delisting, no thanks to the fall from grace of the once legendary Alibaba. In fact, I'm still on the fence when it comes to investing in them. However, the fact that China has overtaken the Japanese as the world's 2nd largest economy has proved that they are a force to be reckoned with despite their current mind-boggling Zero Covid policy [Facepalm] After doing some studies on a few Chinese companies, I've decided to go for an ETF, known as $KraneShares CSI China Internet ETF(KWEB)$ , which comprises of a list of Chinese stocks instead of buying individual stocks due to my aforementioned reservation. As for the positive sign, probably there's no telling it due to their unpredictable government policies. Hopefully the benefit of doubt I gave them will bear fruits in the future [USD]  #stayinvested
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    • phongy 45phongy 45
      ·11-19
      Sea, good potential with opening up and more trading among nations ... Good potential to more more up trend ... Sales figures and activities have increased and is good for countries .. go go go SEA .. 
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    • JohnsonYeoJohnsonYeo
      ·11-19
      I need 5000coin  vote me
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    • Upswing118Upswing118
      ·11-18
      They put up a good show, to give some 'false hope'. This is just a slight uptick only, esp just 2 to 3 days of gains. Not a bull run. However I will still invest in Chinese adrs for some of them have far better fundamentals than their peers in nyse.
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    • meurasian77meurasian77
      ·11-18
      The closer relations are between China and USA the better for both economies. It takes 2 hands to clap. Once their differences have been resolved china and us markets as well as many other nations markets will be on a solid uptrend 
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    • MaverickTigerMaverickTiger
      ·11-18

      How JD performed its Q3, where's opportunities and threats?

      $JD.com(JD)$ post Q3 earnings before the market on November 18th. Should it be a surprise? The total revenue was 243.54 billion yuan, a year-on-year increase of 11.35%, which was the same as market expectations; Active accounts were 588 million, a year-on-year increase of 6.54%, which was the same as market expectations In terms of sub-projects, JD.COM's retail revenue was 211.92 billion yuan, a year-on-year increase of 7%, less than the market expectation of 220 billion yuan, and its operating profit was 10.93 billion yuan, a year-on-year increase of 37.6%, higher than the market expectation of 9.8 billion yuan; Jingdong Logistics' revenue was 35.77 billion yuan, up 39% year-on-year, higher than the market expectation of 33.10 billion yuan, operating profit of 253 million yuan and loss of 30 million yuan higher than the market expectation. The revenue of ne
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      How JD performed its Q3, where's opportunities and threats?
    • SR050321SR050321
      ·11-18
      ⚠️ Chinese market need more relax environment from Government, there are example of Chinese stocks are delisted from US market, if i buy BABA, make sure not in US market. The drawn back for myself is fear of new rule from Chinese gov [Smile]  From Google : Chinese companies will face a delisting deadline in 2024 according to the Holding Foreign Companies Act of 2020. Assuming that all US listed companies based in China and Hong Kong will delist, the United States will lose a small fraction of their $2.4 trillion of market capitalization. Delisting won't impact Alibaba's business; the company will still operate the same regardless of where its shares trade. While Alibaba dominates ecommerce and cloud computing services in China, Amazon dominates those industries in most other growing markets around the world. JD.com is one of Alibaba's primary domestic competitors in the ecommerce space. POV : I feel the bull for BABA, the mountain is over, time to create a
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    • MaverickTigerMaverickTiger
      ·11-18

      How Alibaba made success in Q3?

      $Alibaba(BABA)$ posted Q2 earnings till September 30, 2022 also shows strong results of cost reduction and efficiency increase. Revenue was 207.176 billion yuan, up 3% year-on-year, which was less than the expected 208.853 billion yuan. The comparable earnings before interest and tax (EBIT) was 25.137 billion yuan, which was higher than the market expectation of 20.048 billion yuan. The net loss attributable to ordinary shareholders was 20.561 billion yuan, and the net loss was 22.467 billion yuan, while the net profit in the same period of 2021 was 3.377 billion yuan, which was mainly due to the increase in net loss caused by the decrease in the market price of equity investment of listed companies and the decrease in investment profit and loss calculated by equity method. Non-GAAP net profit was 33.82 billion yuan, a year-on-year increase of 19%; The net cash flow from op
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      How Alibaba made success in Q3?
    • Huiz84Huiz84
      ·11-18
      Probably it would rise if it relax all the covid rulesand no more clampdown to the tech industries and anything anymore. However, with the good relationship between US and China, it would definitely help the market.
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    • ToughCoyoteToughCoyote
      ·11-18
      In fact, the $HSI(HSI)$ tried to rebound many times in 2022, and the power of each rebound was a lot, and even the transaction volume could keep up, but how could it be no match for 150 antennas. At present, the rebound of the HSI is relatively preliminary. It cannot fully meet the conditions and requirements in my mind. You can continue to pay attention to those stocks going ahead of the index. The stock price has risen and surpassed. On the 50/150/200 antenna, these stocks will definitely outperform the market in the future. For my idea, many people will say that it is too late to enter the 150/200 antenna, and the index and individual stocks have risen a lot, but for me, this method is safe, and it can prevent the index and individual stocks from failing to rebound. Once again, all methods will be lost, so I will choose a method with the least risk. To survive in the stock market for a long time, it is necessar
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    • RonronronRonronron
      ·11-18
      Xi wanted to make money and therefore friend with Biden again
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