To The Moon

Should Be good to buy and sell. High profit in few days. 

There were significant changes in the market on July 10th, mainly due to a shift in trading styles. The focus switched from large technology stocks to second-tier technology stocks leading the gains, while the big tech companies experienced a correction. On the news front, index providers expressed concerns about the excessive weight of large tech companies, with the top six companies accounting for over 50% of the total weight. There might be a need to adjust this to 40%. Sentiment-wise, the market was also influenced by overbought pressure.Currently, we are in a period of relative calm before the upcoming Federal Reserve meeting and the release of earnings reports from major weighted companies. There is no significant news to stimulate the market, so it can only further digest previous i

July 10th, $DiDi Global Inc.(DIDIY)$ released its first quarterly report (23Q1) after back to App store. In line with the previous Ant Group fine dicision $Alibaba(BABA)$ , it indicates that the regulation of the internet platform economy in the country has become more mature. More important than financial performance is the formation of regulatory standards, which signifies a reduction in regulatory risks. Therefore, although DiDi did not achieve profitability in 23Q1, the market still responded positively, with DIDIY's daily increase on the pink sheets exceeding 10%.Investment highlightsAfter two years of rectification, the platform's performance recovers and back to growth. By 23Q1, its revenue scale

July 6 and July7 saw divergent market trends, with fluctuations in major technology companies, creating a phase of speculative trading.One significant development is the weakening momentum of $Tesla Motors(TSLA)$ . Since returning from the National Day holiday, whether it continues to rise or experiences a pullback, the volatility is not as significant as before. This situation has created more opportunities for other companies.Looking at the abnormal options trading on July 7, it is evident that $Rivian Automotive, Inc.(RIVN)$ is reaping the benefits. RIVN's continuous surge has also led to increased activity in options trading. With its implied volatility generally above 110%, the higher volatility has

$Alibaba(BABA)$ Bullish Outlook on Alibaba Stock: Here's Why Alibaba's recent financial performance has exceeded analysts' expectations, contributing to a potentially bullish outlook on the company's stock. For the fourth quarter of fiscal 2023, which ended on March 31, Alibaba's revenue rose 2% year over year to 208.2 billion yuan ($30.3 billion), surpassing analysts' predictions by $410 million. Its adjusted net income also increased 38% to 27.4 billion yuan ($4.0 billion), exceeding consensus forecasts by $0.21 per share1. Despite a challenging year, Alibaba's total revenue and adjusted earnings per ADS grew 2% and 4%, respectively1. While Alibaba's stock has suffered a more than 70% drop from its all-time high

$Meituan(03690)$ released its Q1 2023 earning after May25. Once again, double beat on revenue and profit, with profits significantly surpassing predictions as part of the expected post-pandemic recovery. As Meituan's performance often exceeds expectations, we are paying attention to two core areas: the recovery of offline-to-online and travel businesses and the reduction in losses for new businesses. The significant increase in profits this quarter is largely due to improvements in these two areas - core business has improved through a revival of high-profit margin operations while new business has improved by reducing costs and increasing efficiency. These factors have positively impacted long-term valuation levels. In terms of secondary markets

$Alibaba(BABA)$ 1+6+N Spinoff is usually good news, but why the market didn’t appreciate it, 9988.hk did not rise but fell, with a one-day surge of more than 6%? In fact, the title of BB has already been estimated. It is not to say that all investment problems can be answered simply with a single political reason. However, whether you are interested in stocks or Taiwan stocks (Buffett TSMC), politics is a relatively high risk factor. Alibaba is preparing to spin off the Alibaba cloud business, and the valuation of the cloud business is about $12B. Baba's situation this time is a bit surprising. In terms of revenue, the proportion of Alibaba’s cloud revenue is not high. However, the market is shocked. Alibaba’s full s

[Happy] [Happy] [Happy] [Happy] [Happy] 

After hours yesterday, Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ released fourth-quarter results for fiscal year 2023 (corresponding to the first quarter of this year), with mixed data and a 6% drop in share prices.In terms of growth, Alibaba's revenue in the fourth quarter was 208.2 billion yuan, which was lower than the analyst's expectation of 209.2 billion yuan. However, under the condition of cost reduction and efficiency improvement, the net profit greatly exceeded expectations:In the fourth-quarter results, Alibaba described the spinoff plan in strong detail, and the company gave a specific listing time node, perhaps management hopes to rely on the spinoff to improve Alibaba's share price, but mark

$Alibaba(BABA)$ 's important growth engine is Alibaba cloud which is led directly by the ceo. I was recently invited to their isv meeting and found this interesting  Senior exec sharing on their current strategy  Some think that being partner centric and customer centric are essentially the same but it is a bit different as partner centric is more of a strategy used at a earlier part of the business where one is more reliant on partners for insight and development, whether this will result on additional growth will depend on its network etc.  $Amazon.com(AMZN)$  In earlier years Amz also deployed a more significant partnership strategy, this is still definitely ptesent, but less

On May 17th, $TENCENT(00700)$ released its Q1 2023 financial report. It's strange that the market was full of hope for this year's recovery in Q1 and saw real evidence, but due to various reasons, it didn't reflect correctly on the secondary market stock price. In this week, tons of blitz investors positive to Q1 earnings rushed into Tencent, and hopefully the result is good.Overall, Q1 financial report met expectations of being "better than expected". After more than a year of advocating "cost reduction and efficiency enhancement", Tencent has once again demonstrated its strength in "open source".Revenue reached RMB149.986 billion, far higher than expected RMB147.2 billion with YoY growth rate at 11%, returning to double-digit growth rate since

It's been past long due date already! 

Baba and tencent are currently on a roll!

[微笑] [微笑] [微笑] [微笑] [微笑] 

China Market is huge. A bounce is imperative. Just look at the valuation as compared to US tech companies. ALL IN !

Yes they are winning as long as manipulators rulers of the world want them to

Hold. Bullish for Baba soon.

Yo check This out Pre cool

Win 1000

July 10th, $DiDi Global Inc.(DIDIY)$ released its first quarterly report (23Q1) after back to App store. In line with the previous Ant Group fine dicision $Alibaba(BABA)$ , it indicates that the regulation of the internet platform economy in the country has become more mature. More important than financial performance is the formation of regulatory standards, which signifies a reduction in regulatory risks. Therefore, although DiDi did not achieve profitability in 23Q1, the market still responded positively, with DIDIY's daily increase on the pink sheets exceeding 10%.Investment highlightsAfter two years of rectification, the platform's performance recovers and back to growth. By 23Q1, its revenue scale

July 6 and July7 saw divergent market trends, with fluctuations in major technology companies, creating a phase of speculative trading.One significant development is the weakening momentum of $Tesla Motors(TSLA)$ . Since returning from the National Day holiday, whether it continues to rise or experiences a pullback, the volatility is not as significant as before. This situation has created more opportunities for other companies.Looking at the abnormal options trading on July 7, it is evident that $Rivian Automotive, Inc.(RIVN)$ is reaping the benefits. RIVN's continuous surge has also led to increased activity in options trading. With its implied volatility generally above 110%, the higher volatility has

There were significant changes in the market on July 10th, mainly due to a shift in trading styles. The focus switched from large technology stocks to second-tier technology stocks leading the gains, while the big tech companies experienced a correction. On the news front, index providers expressed concerns about the excessive weight of large tech companies, with the top six companies accounting for over 50% of the total weight. There might be a need to adjust this to 40%. Sentiment-wise, the market was also influenced by overbought pressure.Currently, we are in a period of relative calm before the upcoming Federal Reserve meeting and the release of earnings reports from major weighted companies. There is no significant news to stimulate the market, so it can only further digest previous i

Alibaba (BABA) stock has been on a downward trend since late 2020, when the IPO of Ant Group, its financial arm, was blocked. The stock has fallen by more than 50% from its all-time high of $319.33. There are a number of factors that have contributed to Alibaba's decline. These include: * The Chinese government's crackdown on the technology sector. * The slowing growth of the Chinese economy. * The ongoing trade war between the United States and China. However, there are also some positive signs for Alibaba. The company's core e-commerce business is still growing, and it is expanding into new areas such as cloud computing and digital payments. In addition, the Chinese government has recently signaled that it is easing its crackdown on the technology sector. This could be a positive develop

After hours yesterday, Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ released fourth-quarter results for fiscal year 2023 (corresponding to the first quarter of this year), with mixed data and a 6% drop in share prices.In terms of growth, Alibaba's revenue in the fourth quarter was 208.2 billion yuan, which was lower than the analyst's expectation of 209.2 billion yuan. However, under the condition of cost reduction and efficiency improvement, the net profit greatly exceeded expectations:In the fourth-quarter results, Alibaba described the spinoff plan in strong detail, and the company gave a specific listing time node, perhaps management hopes to rely on the spinoff to improve Alibaba's share price, but mark

On May 17th, $TENCENT(00700)$ released its Q1 2023 financial report. It's strange that the market was full of hope for this year's recovery in Q1 and saw real evidence, but due to various reasons, it didn't reflect correctly on the secondary market stock price. In this week, tons of blitz investors positive to Q1 earnings rushed into Tencent, and hopefully the result is good.Overall, Q1 financial report met expectations of being "better than expected". After more than a year of advocating "cost reduction and efficiency enhancement", Tencent has once again demonstrated its strength in "open source".Revenue reached RMB149.986 billion, far higher than expected RMB147.2 billion with YoY growth rate at 11%, returning to double-digit growth rate since

$Meituan(03690)$ released its Q1 2023 earning after May25. Once again, double beat on revenue and profit, with profits significantly surpassing predictions as part of the expected post-pandemic recovery. As Meituan's performance often exceeds expectations, we are paying attention to two core areas: the recovery of offline-to-online and travel businesses and the reduction in losses for new businesses. The significant increase in profits this quarter is largely due to improvements in these two areas - core business has improved through a revival of high-profit margin operations while new business has improved by reducing costs and increasing efficiency. These factors have positively impacted long-term valuation levels. In terms of secondary markets

$Alibaba(BABA)$ Bullish Outlook on Alibaba Stock: Here's Why Alibaba's recent financial performance has exceeded analysts' expectations, contributing to a potentially bullish outlook on the company's stock. For the fourth quarter of fiscal 2023, which ended on March 31, Alibaba's revenue rose 2% year over year to 208.2 billion yuan ($30.3 billion), surpassing analysts' predictions by $410 million. Its adjusted net income also increased 38% to 27.4 billion yuan ($4.0 billion), exceeding consensus forecasts by $0.21 per share1. Despite a challenging year, Alibaba's total revenue and adjusted earnings per ADS grew 2% and 4%, respectively1. While Alibaba's stock has suffered a more than 70% drop from its all-time high

Should Be good to buy and sell. High profit in few days. 

$Alibaba(BABA)$ 1+6+N Spinoff is usually good news, but why the market didn’t appreciate it, 9988.hk did not rise but fell, with a one-day surge of more than 6%? In fact, the title of BB has already been estimated. It is not to say that all investment problems can be answered simply with a single political reason. However, whether you are interested in stocks or Taiwan stocks (Buffett TSMC), politics is a relatively high risk factor. Alibaba is preparing to spin off the Alibaba cloud business, and the valuation of the cloud business is about $12B. Baba's situation this time is a bit surprising. In terms of revenue, the proportion of Alibaba’s cloud revenue is not high. However, the market is shocked. Alibaba’s full s

For this week (through 04/21), $S&P 500(.SPX)$ index is down 0.1%, $NASDAQ(.IXIC)$ index is down 0.4%, China A-Shares ETF $X-trackers Harvest CSI 300 China A-Shares Fund(ASHR)$ is down 2.0%, China Internet ETF $CSI China Internet ETF(KWEB)$ is down 2.0%. Company $Alibaba(BABA)$ : China considering fine of CNY 5B vs initial CNY 6.87B on Ant Group (LINK). People with some knowledge of the matter say that regulators will probably announce the fine in the next few months. Authorities are also considering softening the wording of the charges and will cite financial risks rather

$Alibaba(BABA)$ 's important growth engine is Alibaba cloud which is led directly by the ceo. I was recently invited to their isv meeting and found this interesting  Senior exec sharing on their current strategy  Some think that being partner centric and customer centric are essentially the same but it is a bit different as partner centric is more of a strategy used at a earlier part of the business where one is more reliant on partners for insight and development, whether this will result on additional growth will depend on its network etc.  $Amazon.com(AMZN)$  In earlier years Amz also deployed a more significant partnership strategy, this is still definitely ptesent, but less

China Market is huge. A bounce is imperative. Just look at the valuation as compared to US tech companies. ALL IN !

Yes they are winning as long as manipulators rulers of the world want them to

Nice bullish on baba already Postive balance sheet

[Happy] [Happy] [Happy] [Happy] [Happy] 

Baba and tencent are currently on a roll!

It's been past long due date already! 

[微笑] [微笑] [微笑] [微笑] [微笑] 

Hold. Bullish for Baba soon.