1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\'s launch of a digital assistant "Joyin" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from
$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho
Hello everyone! Today i want to share some technical analysis with you!1. $JD.com(JD)$ Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. $Tesla Motors(TSLA)$ Getting closer.Image3. $HSI(HSI)$$iShares China Large-Cap ETF(FXI)$$KraneShares CSI China I
These stocks are up +32.4% on average YTD vs +3.0% of S&P500 🤯1) $Alibaba(BABA)$ The biggest ecommerce in the world with >$1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: ~$162 (+34%)Image2) $TransMedics Group, Inc.(TMDX)$ Stock is up 2X YTD after the unjustified hard sell-off.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$162 (+13%)Image3) $Meta Platforms, Inc.(META)$ Meta is my favorite big tech at current prices trading at 27X Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Me
1.Despite all the noise numbers tell us that $PDD Holdings Inc(PDD)$ is still gaining market shares in both China and international market.Q1 2025 GROWTH IN CHINA:• $Alibaba(BABA)$ +9%• $JD.com(JD)$ +16% (government incentives boosted)• $PDD Holdings Inc(PDD)$ +15% (GMV probably higher, revenue partially impacted by adv discounts)Q1 2025 GROWTH IN INTERNATIONAL:• If we consider Google trends Temu is outperforming Aliexpress and year over year. • Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. • Same story with an even bigger gap for total App downloads. • Obviously profitability of t
$TENCENT(00700)$ I have been keeping close tabs on this Chinese behemoth for a while now.In the past 3 years, China has been in a rough spot. Its economy is still growing steadily but many investors have grown disillusioned.But DeepSeek in January 2025, rekindled everyone’s interest in the market. And so was I.Tencent recently released its results for 1Q 2025 and I have been hyped!It isn’t even close.Tencent is China’s biggest company at a market capitalisation of US$606 billion. ICBC and Alibaba are only half of Tencent at around US$300 billion each.But the company is thriving.Despite the weak sentiments in China, Tencent’s 1Q 2025 results indicate otherwise.Revenue grew by 13% to RMB 180 billionProfits are up by 14% to RMB 48 billionAnd its hig
Hello everyone! Today i want to share some technical analysis with you!1. $Alibaba(BABA)$ vs $JD.com(JD)$ This may be one of the largest discrepancy/inefficiency trades of the year coming.JD should replicate the BABA move within 6-8 days to the March 18th VWAP zone above.Go take a look at options flow on JD this day.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA can know more from below:Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
Is Richard's Speech Really Helpful For the Delivery Industry?
Recently $ Jingdong (JD) $ takeaway heat, Liu Qiangdong a takeaway business for the internal speech "no surprise" to "accidentally" out, alluding to the United States group profits are too high.But look carefully at the full version, this is just Liu Qiangdong down the PUA, outside the persona of the marketing strategy.Do takeaway according to Liu Qiangdong this line of thinking, is unable to pose any threat to the United States group.His three core ideas have logical problems.First, the control of profit margins, to maintain net profit within 5%, in order to ensure that the merchant profitsJingdong gives the public a preconceived illusion that takeout can be very simple to achieve "very high profits", but Jingdong "good intentions" convergence, delibe
A number of Hong Kong companies that have announced earnings in the last two weeks have seen a pullback, and even though the results themselves are not a big deal, they have been abandoned by investors.Among them, $SUNNY OPTICAL(02382)$ plunged -11%, while $BYD ELECTRONIC(00285)$ was down 10.65%.Sunny's performance, for example, although not "perfect", but the market is expected to be more adequate.Comprehensive view:Automotive lens of new energy vehicle penetration rate increase, smartphone market recovery (cell phone lens and module shipments increased by 13.1% and 13.3%, respectively, the penetration rate of high-end models to increase), so the revenue side of the growth rate is also more than expect
$NIO Inc.(NIO)$$HSI(HSI)$ adding $NIO Inc.(NIO)$ likely means #Nio will see some added buying pressure in HKEX as these index funds will be adding Nio to their portfolio. So look for the stock to move higher!HSI will announce results after session closes on 21Feb. Adjustment to be 10Mar![Shy][Shy][Shy]
At the beginning of 2025, the Hong Kong stock market was shrouded in gloom, and investor enthusiasm seemed to be dampened by this chill.In the first week of the year, Hong Kong stocks were not immune to the weakness of the Chinese market as a whole, with $HSI(HSI)$ alling below the 20,000 point mark in one fell swoop.With the exception of the energy sector, which was a bit stronger, the rest of the sectors suffered, with multi-financials, insurance and banks leading the losses. $HSTECH(HSTECH)$ Although Hong Kong stocks are doing slightly better compared to A-shares, this weak start still has investors worried.The reasons for this are complex.From the market trend, the recent economic data is not good, m
Top companies in Hong Kong by dividend yield I am invested in Hong Kong and some companies are great for dividend yield. Are you planning to include some Hong Kong stocks in your 2025 portfolio? Source: Companiesmarketcap.com $NWS HOLDINGS(00659)$$GIORDANO INT'L(00709)$
"谷子" is the phonetic translation of "goods", which in the context of animation mainly refers to a variety of animation-derived commodities, and "Guzi economy" is an economic model formed by the production, sale and consumption of animation-derived commodities.The "Goods Economy" is an economic model formed by the production, sale and consumption of animation-derived commodities.Now the domestic speculation of the "grain economy", there is a leading Hong Kong stocks have risen 338%!Japan's "Goods Economy" development background and market performanceEconomic environment: After the 1990s, Japan's economic growth stagnated, social problems were highlighted, and the focus of life of the "block generation" and the "awakening generation" shifted to leisure and entertainment, and anime, as a repr
1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\'s launch of a digital assistant "Joyin" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from
$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho
Hello everyone! Today i want to share some technical analysis with you!1. $JD.com(JD)$ Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. $Tesla Motors(TSLA)$ Getting closer.Image3. $HSI(HSI)$$iShares China Large-Cap ETF(FXI)$$KraneShares CSI China I
These stocks are up +32.4% on average YTD vs +3.0% of S&P500 🤯1) $Alibaba(BABA)$ The biggest ecommerce in the world with >$1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: ~$162 (+34%)Image2) $TransMedics Group, Inc.(TMDX)$ Stock is up 2X YTD after the unjustified hard sell-off.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$162 (+13%)Image3) $Meta Platforms, Inc.(META)$ Meta is my favorite big tech at current prices trading at 27X Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Me
$TENCENT(00700)$ I have been keeping close tabs on this Chinese behemoth for a while now.In the past 3 years, China has been in a rough spot. Its economy is still growing steadily but many investors have grown disillusioned.But DeepSeek in January 2025, rekindled everyone’s interest in the market. And so was I.Tencent recently released its results for 1Q 2025 and I have been hyped!It isn’t even close.Tencent is China’s biggest company at a market capitalisation of US$606 billion. ICBC and Alibaba are only half of Tencent at around US$300 billion each.But the company is thriving.Despite the weak sentiments in China, Tencent’s 1Q 2025 results indicate otherwise.Revenue grew by 13% to RMB 180 billionProfits are up by 14% to RMB 48 billionAnd its hig
1.Despite all the noise numbers tell us that $PDD Holdings Inc(PDD)$ is still gaining market shares in both China and international market.Q1 2025 GROWTH IN CHINA:• $Alibaba(BABA)$ +9%• $JD.com(JD)$ +16% (government incentives boosted)• $PDD Holdings Inc(PDD)$ +15% (GMV probably higher, revenue partially impacted by adv discounts)Q1 2025 GROWTH IN INTERNATIONAL:• If we consider Google trends Temu is outperforming Aliexpress and year over year. • Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. • Same story with an even bigger gap for total App downloads. • Obviously profitability of t
Is Richard's Speech Really Helpful For the Delivery Industry?
Recently $ Jingdong (JD) $ takeaway heat, Liu Qiangdong a takeaway business for the internal speech "no surprise" to "accidentally" out, alluding to the United States group profits are too high.But look carefully at the full version, this is just Liu Qiangdong down the PUA, outside the persona of the marketing strategy.Do takeaway according to Liu Qiangdong this line of thinking, is unable to pose any threat to the United States group.His three core ideas have logical problems.First, the control of profit margins, to maintain net profit within 5%, in order to ensure that the merchant profitsJingdong gives the public a preconceived illusion that takeout can be very simple to achieve "very high profits", but Jingdong "good intentions" convergence, delibe
A number of Hong Kong companies that have announced earnings in the last two weeks have seen a pullback, and even though the results themselves are not a big deal, they have been abandoned by investors.Among them, $SUNNY OPTICAL(02382)$ plunged -11%, while $BYD ELECTRONIC(00285)$ was down 10.65%.Sunny's performance, for example, although not "perfect", but the market is expected to be more adequate.Comprehensive view:Automotive lens of new energy vehicle penetration rate increase, smartphone market recovery (cell phone lens and module shipments increased by 13.1% and 13.3%, respectively, the penetration rate of high-end models to increase), so the revenue side of the growth rate is also more than expect
Hello everyone! Today i want to share some technical analysis with you!1. $Alibaba(BABA)$ vs $JD.com(JD)$ This may be one of the largest discrepancy/inefficiency trades of the year coming.JD should replicate the BABA move within 6-8 days to the March 18th VWAP zone above.Go take a look at options flow on JD this day.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA can know more from below:Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
At the beginning of 2025, the Hong Kong stock market was shrouded in gloom, and investor enthusiasm seemed to be dampened by this chill.In the first week of the year, Hong Kong stocks were not immune to the weakness of the Chinese market as a whole, with $HSI(HSI)$ alling below the 20,000 point mark in one fell swoop.With the exception of the energy sector, which was a bit stronger, the rest of the sectors suffered, with multi-financials, insurance and banks leading the losses. $HSTECH(HSTECH)$ Although Hong Kong stocks are doing slightly better compared to A-shares, this weak start still has investors worried.The reasons for this are complex.From the market trend, the recent economic data is not good, m
$NIO Inc.(NIO)$$HSI(HSI)$ adding $NIO Inc.(NIO)$ likely means #Nio will see some added buying pressure in HKEX as these index funds will be adding Nio to their portfolio. So look for the stock to move higher!HSI will announce results after session closes on 21Feb. Adjustment to be 10Mar![Shy][Shy][Shy]
Top companies in Hong Kong by dividend yield I am invested in Hong Kong and some companies are great for dividend yield. Are you planning to include some Hong Kong stocks in your 2025 portfolio? Source: Companiesmarketcap.com $NWS HOLDINGS(00659)$$GIORDANO INT'L(00709)$