To The Moon

In the long run China will sure growing back to normal rate Tencent and Alibaba will sure some how benefit from it. The middle class in China is still spending. Just buy and keep for 10 years 

$Tencent Holding Ltd.(TCEHY)$ $Tencent(00700)$ From my perspective, The venture into Chinese equities poses a heightened level of risk for Western investors compared to domestic securities. This heightened risk profile likely plays a pivotal role in Tencent's trading at a discounted valuation, a trend exacerbated by the ongoing exodus of international investors from the stock.This phenomenon isn't confined to Tencent alone but extends to numerous rapidly growing and highly profitable Chinese equities. Alibaba Holding (BABA) is a great example. Should these risks persist in the future, there's a chance that Tencent investors' overall return prospects could be suppressed.Image

$Tencent Holding Ltd.(TCEHY)$ $Tencent(00700)$ As an investor , the risk of stock picking is that you will likely buy under-performing companies. Unfortunately, that's been the case for longer term Tencent Holdings Limited (HKG:700) shareholders, since the share price is down 43% in the last three years, falling well short of the market decline of around 9.8%.It's good to see that Tencent Holdings has rewarded shareholders with a total shareholder return of 20% in the last twelve months. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time.Global investors shun Chinese stocks despite b

Hmm i dont know, but this post is a robbery, cheers

$JD.com(JD)$ plunged over 8% yesterday, driven by institutional downgrades and target price cuts. Their main concern is the possibility of negative growth in core retail sales in Q3.Why negative growth in retail?1. Weakening overall domestic CPI and deteriorating economic conditions. JD's sales revenue is directly recorded, so price changes have a significant impact on revenue. Unlike $Alibaba(BABA)$ and $Pinduoduo Inc.(PDD)$, who record "service fees," such as commissions, as revenue, so their revenue is not sensitive to CPI.2. Weak growth in JD's retail advantages. The market share of 3C products is relatively saturated, and growth is limited. Sales of products li

$Tencent(00700)$ should have come earlier

Chinese ADRs seem to have a wonderful week, with significant gain this week. The retrace started last night. To end the week, I think tonight these stocks will continue to retrace. I should have make the prediction earlier this week but too bad that I am over occupied. Anyway, I try to make some prediction earlier next round.  Many believe that the Chinese stocks are reaching their bottom and start to add their positions at current level, including some investment firms. However, in short term, at least for these 2-3 trading days, the retracement will continue and the technical might form a higher low before next rally. Therefore I am $Alibaba(BABA)$ $Pinduoduo Inc.(PDD

$MEITUAN-W(03690)$ Being one of the biggest and most shopping platform for locally found consumer products and retail services, including entertainment, dining, delivery, travel and other services, Meituan play an important role in daily life. It’s also become the necessity in people’s life. As recovery in economy, the rising demand in consumption is a good thing for Meituan in foundamental levels.

$MEITUAN-W(03690)$Meituan is one of the biggest winner on 2023 Mid-Autumn and National Day, driven by the drastic increase of consumption and online orders.According to domestic media reports, recently Meituan Splurge released "2023 Mid-Autumn and National Day Travel Season Consumption Trend Report". The report shows that compared to the same period last year, the increase in foreign orders reaches as high as 86%. Digital home appliances, cosmetics and personal care, sports and outdoor, mother and baby toys, and daily wear and accessories, which are highly relevant to the travel scene, were at the forefront of the increase, with year-on-year growth in order volume of 141%, 112%, 100%, 94%, and 88%, respectively.What’s mo

$EVERGRANDE(03333)$ I could really care less about a few green days. this price is still lower than where it opened at on its first day on the exchange. Let that sink in. Value trap.It seems that the stock of Evergrande have a sound performance these days. As for me, it’s useless and meaningless until the debts can be settled down properly.The great thing is Chinese authorities are strengthen implement to stimulate Chinese economy and support real economy. It’s a positive thing to real estate in China.Although it’s not advisable to invest in Evergrande, but some high tech stock are worth buying it at the bottom.  Such as $Alibaba(BABA)$ $JD.com(JD)$

$Tencent(00700)$ $Tencent Holding Ltd.(TCEHY)$ Any friend to tell us what is the current heavy stock.What are the reasons for buying it? Talk to each other and learn.I am currently heavy warehouse is Tencent, the reason is simple, I think wechat has no competitors.Wechat advertising & Payment, mobile games still have a lot of growth potential, reliable management, and finally the stock price is cheap.Low valuation, good business model, wide moat, hold big move - Channels, ChatGPTHeavy position Tencent, then fall will continue to increase the position.

$Tencent(00700)$ $Tencent Holding Ltd.(TCEHY)$ With the current macro economic trends I believe that the average Chinese consumer will have more money to spend in the coming years, and I also believe this will greatly benefit companies like TencentTencent Holdings heavy position, currently mainly: The moat is deep enough and Wechat is used too frequently.There are best financial datas, sound company operation.The good return brought by Tencent's investment is rich in investment in more than 800 good companies.When you think that the valuation is too high, and Tencent is now so cheap, why is the position still so low? Is it that Tencent's fundamentals have changed?

@BABA @JD @PDD. Alibaba's business outlook for the next 2 to 3 years appears positive, but there are some challenges that the company will need to address in order to maintain its growth trajectory. One challenge is the increasing competition in the Chinese e-commerce market. Alibaba faces stiff competition from other e-commerce giants such as JD.com and Pinduoduo. In order to stay ahead of the competition, Alibaba will need to continue to innovate and offer new and differentiated services to its customers. Another challenge for Alibaba is the slowing growth of the Chinese economy. The Chinese economy is growing at a slower pace than it has in the past, and this is impacting consumer spending. In order to mitigate the impact of the economic slowdown, Alibaba will need to foc

As a 5-year old Tencent shareholders, can well understand the mood of Tencent shareholders now.From 470 yuan into the shares, the highest peak time to 700, the lowest point of 199 yuan, 300 early this year, the process to 350 yuan, recently 300 yuan.To be honest, this process is indeed very abrasive, that now $Tencent(00700)$ in the end is undervalued?Have been reading a lot of Buffett, Munger, Li Lu and Duan Yongping's books, interviews and articles, which emphasises that value investing is to go to the gross estimate, how to gross estimate it.In other words, Tencent's entire life cycle of money discounted to the current value in the end is how much? With the strengthening of regulation, I do not think Tencent can be he

$Tencent(00700)$ $NetEase(NTES)$ $NTES-S(09999)$ Not as good as NetEase I can completely understand, after all, NetEase three quarters of a big breakthrough against the water cold, performance must be very good, on the contrary, Tencent has not been out of the breakthrough game for a long time, the performance of the game is not hot.But always feel that the market habitually ignore the video number, the video number can create a profit is not lower than a big hit game.At least for the moment will not buy, this trend is better than directly down to 250, I buy some.

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ when i bought this stock it was $9.72, and now after 6 month you see the price! ... i believe from now to a year gonna hit $50 easlyit's a long play. Chinese auto will remake the North American auto market the way Japanese did in the 70s 80s and 90s American auto makers will be run off the field with their antiquated products. just pick your winners. buy and hold and you will be rewarded.......One day, some people is going to regret not adding at these prices. Just my humble opinion.

China, the world’s second-largest economy, is currently grappling with a turbulent real estate sector, triggering concerns about the nation’s economic stability. This article sheds light on the predicament the country finds itself in, driven by a real estate crisis, and offers insights into the ramifications it could have on the broader market. $HSI(HSI)$ $CSI 300 Real Estate Equal Weight Index(399983)$ $CSI300(000300.SH)$  1. The Role of Real Estate in China’s Economic Growth: • Historical Significance: China’s rapid and robust economic growth over the past decades was largely propelled by an unprecedented hou

$FTSE China A50 Index - Oct 2023(CN2310)$   Hong Kong market is closed this morning APAC time due to typhoon. This makes me wondered when Hong Kong can eradicate this problem of market closure as a result of typhoon. This is creating problems for market participants and liquidity providers which needs the active markets to manage their risks. Shanghai index came down this morning which is not unexpected given hang Seng tech index weakness last week. Chinext is down too and having breached the 2,000 critical price point mark really makes it worrying for Chinese investors on whether do they want to hold onto their investments.. As you all know, the low can go lower due to extreme fears though true valuation will not be impacted in the s

Chinese President Xi Jinping meets with a U.S. congressional delegation led by Senate Majority Leader Chuck Schumer at the Great Hall of the People in Beijing on Oct. 9, 2023. Photo: Xinhua News AgencyIn a meeting Monday in Beijing, Chinese President Xi Jinping and a bipartisan U.S. Senate delegation called for easing tensions and stabilizing U.S.-China relations, state broadcaster CCTV reported. Chinese Foreign Minister Wang Yi said the recent series of dialogues and exchanges between the two sides have been widely welcomed by all sectors within the two countries and the international community, which fully demonstrates that it is the right move to promote the stabilization of China-U.S. relations, and conforms to the common interests of both countries and the world.The two sides should e

🌟🌟🌟The latest news is that the Chinese authorities are weighing new stimulus to meet its growth target.  China is considering raising its budget deficit for 2023 with the issuance of at least 1 Trillion Yuan of additional sovereign debt for spending on infrastructure such as water conservancy projects.  This could raise this year's budget deficit to well above the 3% cap set in March. That's great news for Chinese ADRs.   $Alibaba(BABA)$  jumped to 2.7% today but is still down 5% year todate.  In September Daniel Zhang the head of Alibaba's Cloud unit stepped down just 2 months after he left his role as Group CEO and Chairman of Alibaba. The cloud business is a major part of a restructuring t

China, the world’s second-largest economy, is currently grappling with a turbulent real estate sector, triggering concerns about the nation’s economic stability. This article sheds light on the predicament the country finds itself in, driven by a real estate crisis, and offers insights into the ramifications it could have on the broader market. $HSI(HSI)$ $CSI 300 Real Estate Equal Weight Index(399983)$ $CSI300(000300.SH)$  1. The Role of Real Estate in China’s Economic Growth: • Historical Significance: China’s rapid and robust economic growth over the past decades was largely propelled by an unprecedented hou

Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Click here to join the Topic & Win coins >>​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​[Rewards]1.We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.(NOTE: Comments posted under this article WILL NOT be counted)2.You will be given 5 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers fo

$Pinduoduo Inc.(PDD)$ released its Q2 earningl report before opening August 29th. Following the resurgence seen in its Q1 , Pinduoduo continues to ride this wave of recovery, surpassing expectations once again on both revenue and profit fronts, re-entering a phase of high-speed growth.As we've previously highlighted multiple times, being one of the only two components of the $NASDAQ 100(NDX)$ (the other being $JD.com(JD)$ , Pinduoduo's performance in the secondary market has not only captured the attention of domestic investors but also mirrors the overall sentiment of international investors towards Chinese concept stocks. The previous underselling, the subsequen

On August 16th, Hong Kong stocks closed with the announcement of Tencent Holdings' (00700) Q2 2023 financial report.Following the demonstrated strength in the Q1 financial report's rebound and the overall recovery expectations for Q2, market anticipation was actually quite high. As a result, this financial report is a mix of both positive and negative sentiments. The major shareholder, $Naspers Ltd.(NPSNY)$ / $Prosus NV(PROSY)$ , plunged straight 3% in trading after the release, indicating an unfavorable initial impression from the market.We BelieveMiss is primarily attributed to underperformance in the top-line. The revenue shortfall mainly arises from the gaming business and enterprise services, poten

Over the last two weeks, Chinese stocks such as Pinduoduo, Alibaba, Li Auto, and XPeng have demonstrated significant upward momentum. Now, let's examine the technical analysis of their respective charts. $Pinduoduo Inc.(PDD)$ PDD Weekly Chart Pinduoduo's stock is on the cusp of breaking through a notably resilient resistance level spanning 98-110, which has taken shape over the past few years. Historical data shows that previous breakout from this level led to all-time highs. Nonetheless, breaching this resistance demands a considerable effort, suggesting it might be prudent to adopt a bullish stance only after this hurdle is surmounted. $Alibaba(BABA)$ BABA Weekly Chart Over the course of a year, Alib

$JD.com(JD)$ plunged over 8% yesterday, driven by institutional downgrades and target price cuts. Their main concern is the possibility of negative growth in core retail sales in Q3.Why negative growth in retail?1. Weakening overall domestic CPI and deteriorating economic conditions. JD's sales revenue is directly recorded, so price changes have a significant impact on revenue. Unlike $Alibaba(BABA)$ and $Pinduoduo Inc.(PDD)$, who record "service fees," such as commissions, as revenue, so their revenue is not sensitive to CPI.2. Weak growth in JD's retail advantages. The market share of 3C products is relatively saturated, and growth is limited. Sales of products li

@BABA @JD @PDD. Alibaba's business outlook for the next 2 to 3 years appears positive, but there are some challenges that the company will need to address in order to maintain its growth trajectory. One challenge is the increasing competition in the Chinese e-commerce market. Alibaba faces stiff competition from other e-commerce giants such as JD.com and Pinduoduo. In order to stay ahead of the competition, Alibaba will need to continue to innovate and offer new and differentiated services to its customers. Another challenge for Alibaba is the slowing growth of the Chinese economy. The Chinese economy is growing at a slower pace than it has in the past, and this is impacting consumer spending. In order to mitigate the impact of the economic slowdown, Alibaba will need to foc

$FTSE China A50 Index - Oct 2023(CN2310)$   Hong Kong market is closed this morning APAC time due to typhoon. This makes me wondered when Hong Kong can eradicate this problem of market closure as a result of typhoon. This is creating problems for market participants and liquidity providers which needs the active markets to manage their risks. Shanghai index came down this morning which is not unexpected given hang Seng tech index weakness last week. Chinext is down too and having breached the 2,000 critical price point mark really makes it worrying for Chinese investors on whether do they want to hold onto their investments.. As you all know, the low can go lower due to extreme fears though true valuation will not be impacted in the s

Each cup of "Sauce Fragrant Latte" contains 53 degrees of Maotai.Today's collaboration between $Kweichow Moutai Co.,Ltd.(600519)$ and $Luckin Coffee Inc.(LKNCY)$ is truly making waves! It's even dominating the top trending topics.Just like previous partnership between Heytea and FENDI (a brand under $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ ), this cross-brand collaboration has brought joy to both consumers and investors.From an investment perspective, this is undoubtedly a win-win partnership.1. Although Maotai's performance on the A-share market today isn't strong, it can significantly expand its influence among the younger demographic. Many Maotai consumer

Famous author Ernest Hemmingway once wrote, “How did you go bankrupt? Two ways. Gradually, then suddenly.” Though the quote refers to bankruptcy, the second part of the quote may soon be used by investors to describe the global electric vehicle (EV) market. According to Bloomberg, “The fast part of the technology adoption curve is happening now with electric vehicles.” The critical tipping point for new technology to begin the mass adoption phase is 5% - currently, new EV car sales reached the milestone in 24 countries.Tesla $Tesla Motors(TSLA)$ is the trailblazer in the space – it’s the one EV maker that has already shown that it can reach parabolic growth. For the past five years, TSLA grew EPS year-over-year, achieving record results earlier t

A number of foreign giants are bullish on Chinese assets. Among them, JPMorgan Chase upgraded the expectation of earnings per share from the $NetEase(NTES)$ this year and next year, which was respectively 17%, 14%; it also upgraded target price in H shares from 185 HK dollars to 195 HK dollars. Besides, DBS bank in Singapore upgraded ratings of Sinopec Group $SINOPEC CORP(00386)$ (H-shares), $Tsingtao Brewery Company Limited(600600)$ (A-share) to "buy". UBS Global Wealth Management also said that ”as a number of positive initiatives introduced, Chinese stocks are still the most favored allocation

Chinese President Xi Jinping meets with a U.S. congressional delegation led by Senate Majority Leader Chuck Schumer at the Great Hall of the People in Beijing on Oct. 9, 2023. Photo: Xinhua News AgencyIn a meeting Monday in Beijing, Chinese President Xi Jinping and a bipartisan U.S. Senate delegation called for easing tensions and stabilizing U.S.-China relations, state broadcaster CCTV reported. Chinese Foreign Minister Wang Yi said the recent series of dialogues and exchanges between the two sides have been widely welcomed by all sectors within the two countries and the international community, which fully demonstrates that it is the right move to promote the stabilization of China-U.S. relations, and conforms to the common interests of both countries and the world.The two sides should e

In a challenging macro environment, $lululemon athletica(LULU)$ , known as the "middle-class reaper," has achieved counter-trend growth, with net revenue and net profit both increasing in the second quarter, and revenue in the Chinese market soaring by 61%. On Thursday, Lululemon released its second-quarter financial reportRevenue of $2.2 billion and net profit of $341.6 million, both up 18% year-on-year, surpassing analysts' expectations. Diluted earnings per share were $2.68, higher than the expected $2.54 and an increase from $2.26 in the same period last year. Gross profit margin in the second quarter increased by 230 basis points to 58.8%, higher than the analyst's expected 58.5%. Overnight, Lululemon's stock price rose 1.2% to $381.26, with

$Alibaba(BABA)$ has released its Q1 financial report for the 24th fiscal year, showing progress in open source and a comprehensive recovery in business while further improving profit margins. $Alibaba(09988)$ SummaryChina's e-commerce business has achieved double-digit growth after being quiet for five quarters, but profit margins have declined due to industry competition and downward CPI;International e-commerce achieved its highest growth rate ever at 43.8%, benefiting from cooperation with "One Belt, One Road" countries and the easing competition in Southeast Asian subsidiaries;The strong e-commerce business also led to Cainiao Logistics turning losses into profits;Local life and digital entertainment

Chinese ADRs seem to have a wonderful week, with significant gain this week. The retrace started last night. To end the week, I think tonight these stocks will continue to retrace. I should have make the prediction earlier this week but too bad that I am over occupied. Anyway, I try to make some prediction earlier next round.  Many believe that the Chinese stocks are reaching their bottom and start to add their positions at current level, including some investment firms. However, in short term, at least for these 2-3 trading days, the retracement will continue and the technical might form a higher low before next rally. Therefore I am $Alibaba(BABA)$ $Pinduoduo Inc.(PDD

After the financial reports of major tech companies, we are now more than halfway through this earnings season. The most robust momentum of the tech companies this year has more or less subsided, and the upcoming focus will be on how various players maintain their profits achieved this year. Looking at the market trends, Monday still retained a relatively optimistic outlook, yet the overall fluctuations weren't as significant as the previous week. Perhaps we'll have to wait until after the release of non-farm payrolls and employment data for the next strategic move.As for unusual options activities, a substantial number of open orders are leaning toward being in-the-money, signaling a reduced level of market speculation. For instance, a substantial portion of open orders for

$Alibaba(BABA)$, once regarded as the shining star of the Chinese tech sector, has faced significant challenges in recent times. Regulatory headwinds, logistics concerns, and geopolitical tensions have led to a decline in investor sentiment, resulting in the stock being beaten down. However, the recent developments in the e-commerce space, coupled with the company's strategic moves, suggest that Alibaba might be on the brink of a turnaround. Let’s explore the growth potential of $Alibaba(09988)$ as it gears up for its quarterly report on August 10 and discuss why it might be an attractive investment opportunity for the future. [Smart]  Background Alibaba co-founder Jack Ma Alibaba Group Holding Limi

The prospect of China stocks rallying post-earnings seems to be shrouded in skepticism, with factors indicating a muted response even to robust earnings reports. This subdued sentiment isn't without merit, as evidenced by recent developments in BYD's earnings and the broader context of the China/Hong Kong market. $BYD Co., Ltd.(BYDDY)$  The example of BYD's recent earnings provides a window into this narrative. Despite an impressive surge in first-half profit by 204.7% and remarkable revenue growth of 72.7%, the resulting stock performance doesn't exude the exuberance one might anticipate. This situation reflects a broader sentiment wherein even positive earnings aren't catalyzing the anticipated rally, suggesting an overarching lack of inve

A number of foreign giants are bullish on Chinese assets. Among them, JPMorgan Chase upgraded the expectation of earnings per share from the $NetEase(NTES)$ this year and next year, which was respectively 17%, 14%; it also upgraded target price in H shares from 185 HK dollars to 195 HK dollars. Besides, DBS bank in Singapore upgraded ratings of Sinopec Group $SINOPEC CORP(00386)$ (H-shares), $Tsingtao Brewery Company Limited(600600)$ (A-share) to "buy". UBS Global Wealth Management also said that ”as a number of positive initiatives introduced, Chinese stocks are still the most favored allocation in Asia. Chinese stocks are still the most favored configuration of UBS Global Wealth Management in Asia”. Premier Li Qiang met with U.S. Secretary of Commerce Raimondo and said that, “China is wi