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    • koolgalkoolgal
      ·11-19 08:25
      🌟🌟🌟I am long term bullish on $KraneShares CSI China Internet ETF(KWEB)$  even though the Chinese stocks have retreated since the stimulus rally.    KWEB represents the best of the best Chinese Internet sector companies that are trading overseas.  The Top 10 holdings include $MEITUAN-W(03690)$  $TENCENT(00700)$  $BABA-W(09988)$   $JD-SW(09618)$   PDD Holdings, KE Holdings, T

      【🎁有獎話題】股神再賣蘋果！開始加倉中國資產？你點睇本季13F報告？

      @愛吃辣的小老虎：
      Hello小虎們！在經歷了美股瘋狂一週後，似乎開始進入回調模式，隨着2024年的即將結束，美股還能再創歷史新高嗎？[Gosh]上週，Q3 13F報告出爐，一起來看看華爾街大佬們都入手了哪些資產吧~~~[Silence]股神賣蘋果！貝萊德買蘋果！本月初，在伯克希爾哈薩維的Q3財報中，由於保險業務拖累、投資收益波動、颶風等重大災難事件導致索賠增加，同時股票組合調整和運營成本上升，也導致業績有所下滑。其中最吸引大家眼球的，則是“股神”巴菲特繼續出售蘋果和美國銀行，在多次減持美股和暫停回購自家股票後，伯克希爾的現金儲備再創紀錄，來到3252億美元！[Duh]這也是伯克希爾連續八個季度賣股票，大家開始回顧歷史：從此前5次減持美股的動作來看，股神都能夠精準逃頂，並且每次減持後，美股市場就出現大跌，比如2008年金融風暴前，巴菲特就開始大量減持美股，而2007年11月到2009年3月，納斯達克和標普500指數暴跌55%。[OMG]雖然說這位奧馬哈先知不一定對，但從他的動作來看，似乎讓市場和投資者有一些擔憂。在本季13F文件中，除了進一步減持蘋果和美國銀行外，伯克希爾還減持了第一資本信貸、Nu Holdings、特訊通訊和Ulta Beauty的股票。同時新買入消費類公司達美樂比薩130萬股股票和泳池用品公司Pool 40萬股股票。[Sigh]有人賣就會有人買，資管巨頭貝萊德在Q3再增持美股七巨頭，與巴菲特和伯克希爾形成強烈反差：對蘋果增持4340萬股、微軟750萬股、英偉達1235萬股、亞馬遜1855萬股、Meta Platform 98萬股、特斯拉466萬股和谷歌A+C的621萬股，同時增持伯克希爾259萬股，並減持禮來151萬股。截至Q3，貝萊德的持倉市值為4.76萬億美元。[Evil]貝萊德Q3繼續增持美股七巨頭從兩大巨頭的持股變化來看，市場對此的解讀也各有不同，雖然股神此前表示減
      【🎁有獎話題】股神再賣蘋果！開始加倉中國資產？你點睇本季13F報告？
      5034
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    • Jake_WujastykJake_Wujastyk
      ·11-07

      The Situation is Not too Bad for BABA& JD

      Hello everyone! Today i want to share some technical analysis with you!1."Trump is not good for China because of Tariffs"Let's look at this objectively on $JD and $BABA before we come to any conclusion outside of hard data. $JD.com(JD)$ & $Alibaba(BABA)$ charts below.2.I fully stick to this thesis. If you don't understand the timeframe or logic, just move on & look at the 100+ other charts/thesis' that I post about, extremely simple stuff. $Alibaba(BABA)$ $JD.com(JD)$ $HSI(HSI)$ $KraneShares CSI China Internet ETF(KWEB)$
      2.15KComment
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      The Situation is Not too Bad for BABA& JD
    • Marico SamuelMarico Samuel
      ·11-03

      XIAOMI: The Leader In EV!

      $XIAOMI-W(01810)$ As a consumer, let's dive into what makes the Xiaomi SU7 a step ahead of its predecessors and how it's shaking up the EV market:[Miser][Miser][Miser][Cool][Cool][Cool]Range and Efficiency: The Xiaomi SU7 boasts an official CLTC range of 800 km, which is quite impressive. In road testing, it managed to cover 643 km, showing that it's not just about the numbers on paper but real-world performance too.Performance and Speed: When it comes to speed, the SU7 is a standout. It can sprint from 0-100 km/h in just 3.24 seconds, making it faster than competitors like the Tesla Model 3 and Nio ET5 in acceleration tests.Value for Money: Priced significantly lower than the Tesla Model 3 by 30,000 yuan (4,100 USD) and
      448Comment
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      XIAOMI: The Leader In EV!
    • The Investing IguanaThe Investing Iguana
      ·10-31

      SGX Game-Changer: Trade Alibaba & BYD in SGD! | 🦖 #TheInvestingIguana EP470

      🟩 🔍 Dive into China's Top Tech from SGX: Here's How! 🌟 Join Iggy, your trusted source for all things investing, as we shed light on how you can tap into China's tech and EV giants like Alibaba and BYD, right from the Singapore Exchange (SGX)! Whether you're looking to grow your wealth or explore new financial strategies, this video is packed with insights to guide your investment decisions. 🚀 $BYD Co., Ltd.(BYDDY)$ $BYD Co., Ltd.(BYDDF)$ $KUAISHOU-W(01024)$ $XPeng Inc.(XPEV)$ $Alibaba(BABA)$ Explore the practical applications of these depository receipts, which offer a conven
      1.13K1
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      SGX Game-Changer: Trade Alibaba & BYD in SGD! | 🦖 #TheInvestingIguana EP470
    • cheerzycheerzy
      ·10-23
      $JD.com(JD)$ another strong drop, couldn't break the ceiling of .80 so probably we will lose this floor of .60 too, what a shame, really I am losig patience and properly will sell very soon. Just buy the US stocks, 50% profit since holding is just fine already. what a shame, I expected much more ...[Cool][Cool][Cool]
      332Comment
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    • twizzytwizzy
      ·10-23
      $JD.com(JD)$ pump at open then dump? Great news today on how China is supporting the stock market and blue chip tech stocks, $PDD Holdings Inc(PDD)$ is flying but ours is not …[LOL][LOL][LOL]I am longterm on nothing then small amount of JD!!
      301Comment
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    • XianLiXianLi
      ·10-23
      $JD.com(JD)$ bears are so desperate they have to lie to spread their FUD. JD hasn’t finished their buybacks. Could be a run up to ER. Green candle at end of day might be institutional buys or company buyback. Of course the election will likely be a factor one way or another even though US tariffs don’t affect JD much since the US is not their target consumer[Miser][Miser][Miser]
      264Comment
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    • glitziiglitzii
      ·10-23
      $JD.com(JD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ Retail investors owns 44% of Baba’s shares. Guess big boys will have to shake more weak holders to accumulate more? Patience and holding power is the key for investment in Baba.[Lovely][Lovely][Lovely]
      499Comment
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    • wigglyzwigglyz
      ·10-23
      $JD.com(JD)$ I hope $40 is the new bottom. Looking strong. [Miser][Miser][Miser]We will see how the final hour goes though.By many indicators, American tech is valued at where bear markets starts. Their counterparts in China are valued at where history shows bull markets start[Cool][Cool][Cool]
      381Comment
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    • OutsiderLEOOutsiderLEO
      ·10-16
      $Alibaba(BABA)$ go ahead and fill the gaping holes, just know which way it's eventually going. It's a gift to both BABA buybacks and those who judiciously trimmed at $119. [Happy][Happy][Happy]Bring it down. Don't get caught short now!We will welcome another recovery!!!
      661Comment
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    • cheerzycheerzy
      ·10-16
      $Alibaba(BABA)$ Like I've been saying since BABA was $117 last week <$100 before >$120. BABA has not been over $120 for 4 years and has dove back under $100 nine times after breaking $100 since. Rinse and repeat.[LOL][LOL][LOL]
      979Comment
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    • twizzytwizzy
      ·10-16
      $Alibaba(BABA)$ I feel bears take over again. I smell fear. That is good. Means we are closer to the end of the correction than we think. I do not dare to call the bottom, but everyone can draw their Fibb and look at RSI. Let's face it, why would market go lower with the stimulus than before it?[Happy][Happy][Happy]
      1.61K1
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    • XianLiXianLi
      ·10-16
      $Alibaba(BABA)$ Today mixture of bad energies. Poor performance from China combined with tragic results from ASML (meaning Nvidia and AMD are threatened) tanking Nasdaq. Anyway, Baba should do better in coming 12 months if Trump does not go totally crazy.
      1.02KComment
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    • glitziiglitzii
      ·10-16
      $Alibaba(BABA)$ Last weekend didn't shoot BABA to the much talked about $150. When do you speculate next? This Friday, next week, the other Friday, the following week, next month, a year? Manipulators at play selling false hopes to unsuspected FOMOers. It's entertaining to glance through the interactions
      370Comment
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    • 香港期權教室HKOptionClass香港期權教室HKOptionClass
      ·10-14

      重陽火車見聞錄　港股巨浪浪接浪　2024-10-14

      重陽火車見聞錄　港股巨浪浪接浪　2024-10-1筆者重陽拜山，發覺上山的人流比往年少，與連假期間港人大量出境不知有無關係。查看入境署的數據，週四五的港人出境人數為48萬和60萬人，比較再上週的21萬與28萬人，一共多出近59萬人，即是額外的離港人數有近一成港人之多，難怪市面有點失色。回程南下的火車上，飄來陣陣看味，仔細看，不少乘客帶著大袋小袋：有切雞燒肉農家菜，再加上原盒水果。搭客門互相分享今天去了哪區哪個商場，有甚麼好食好買的，好不熱鬧，勾起小時親戚回鄉探親的情景，有種時空穿梭之感。返回港股，日波幅仍是十分大，上週一創出23241點的近期新高。而VHSI亦同步最高曾見44.56，反而週二大跌當天回落低見35.14，證明今次市場主要的恐慌不在股市下跌，而是沒有準備下的急升，把很多基金盤長期盤都殺個措手不及。牛熊證在連日急升急跌下，倉位都被趕出千點之外，參考價值變低，可以暫時不理。週五開始有第三季業績公佈，特別是下週一的平安和下週三的港交所，應該都對市場很有參考價值，詳見下表。會議日期 證券簡稱 代號 目的 期間---------- ---------------- ----- ------------------- ---------------------18/10/2024 中國鐵塔 788 業績 截至30/09/24止9個月18/10/2024 紫金礦業 2899 第三季業績 截至30/09/24止9個月21/10/2024 中電控股 2 第三期中期股息21/10/2024 中國平安 2318 第三季業績 截至30/09/24止9個月23/10/2024 中廣核電力 1816 第三季業績 截至30/09/24止9個月23/10/2024 香港交易所 388 業績 截至30/09/24止9個月25/10/2024 中國海外發展 688 業績 2024年第三季25/10
      656Comment
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      重陽火車見聞錄　港股巨浪浪接浪　2024-10-14
    • mizzmomizzmo
      ·10-09

      PDD: The Future is Still Promising!

      $PDD Holdings Inc(PDD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ $BILIBILI-W(09626)$ A tug of war between the bears and the bulls. Increased volatility is expected but a few things are certain:1. The Chinese authorities will do whatever it can to support the economy. They have openly announced it and it shall be done. 2. More economic stimulus is forthcoming.3. Fed will continue to lower interest rates to avert a hard landing4. This gems will continue to be profitable and more so with all the economic stimuli.5. Chinese equities have in general bottomed up and the trend is up from here. Weak holders and t
      681Comment
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      PDD: The Future is Still Promising!
    • catandbullcatandbull
      ·10-09
      $PDD Holdings Inc(PDD)$ The china stimulus is less than 100 billion dolars but these chines stock added a market cap of 500 billion to 1 trillionsd inthe last two to three months.[Cool][Cool][Cool]All the gamblers that bought the FOMO rally highs are back to “This sucks, scam, China is uninvestible, last time I buy China”…until it’s at new highs again at least and FOMO hits again…I thank you for your money…😂[LOL][LOL]Let’s do this again…😉😁
      271Comment
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    • BirdieOBirdieO
      ·10-09
      $PDD Holdings Inc(PDD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ China is never going to let its Market run like the US, it does not want wild speculation or Bubbles so the move of them Selling into the pop & the Gov not providing ore info was intentional, they are not slaves to the Market like we are [LOL][LOL][Great]So you have to expect 105 & lower to be in the cards as the US will lean on $Alibaba(BABA)$ , its not unexpected or bad but its just the play this week for the Algo's so,.. Be prepared to take advantage of the trade if it comes but just know how we trade here [Grin]
      494Comment
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    • feelondfeelond
      ·10-09
      $PDD Holdings Inc(PDD)$ China stimulus is of the little importance for PDD and specially Temu.[Cool][Cool][Cool]They are already global brands and money maker in the USA and Europe as well.According to market research firm Sensor Tower, Temu's number of total active users is growing rapidly, it reached 91% of that of Amazon in August and may surpass $Amazon.com(AMZN)$ by the end of the year. [Happy][Happy][Happy]The strong evidence on it!
      234Comment
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    • YumZoayYumZoay
      ·10-09
      $PDD Holdings Inc(PDD)$ It's important to note that Chinese companies are more of a state than a private entity. The state is a powerful entity that can print money. Think about it. [Smart][Smart][Smart]Game goes on! I am still bullish on PDD!!!
      303Comment
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    • koolgalkoolgal
      ·11-19 08:25
      🌟🌟🌟I am long term bullish on $KraneShares CSI China Internet ETF(KWEB)$  even though the Chinese stocks have retreated since the stimulus rally.    KWEB represents the best of the best Chinese Internet sector companies that are trading overseas.  The Top 10 holdings include $MEITUAN-W(03690)$  $TENCENT(00700)$  $BABA-W(09988)$   $JD-SW(09618)$   PDD Holdings, KE Holdings, T

      【🎁有獎話題】股神再賣蘋果！開始加倉中國資產？你點睇本季13F報告？

      @愛吃辣的小老虎：
      Hello小虎們！在經歷了美股瘋狂一週後，似乎開始進入回調模式，隨着2024年的即將結束，美股還能再創歷史新高嗎？[Gosh]上週，Q3 13F報告出爐，一起來看看華爾街大佬們都入手了哪些資產吧~~~[Silence]股神賣蘋果！貝萊德買蘋果！本月初，在伯克希爾哈薩維的Q3財報中，由於保險業務拖累、投資收益波動、颶風等重大災難事件導致索賠增加，同時股票組合調整和運營成本上升，也導致業績有所下滑。其中最吸引大家眼球的，則是“股神”巴菲特繼續出售蘋果和美國銀行，在多次減持美股和暫停回購自家股票後，伯克希爾的現金儲備再創紀錄，來到3252億美元！[Duh]這也是伯克希爾連續八個季度賣股票，大家開始回顧歷史：從此前5次減持美股的動作來看，股神都能夠精準逃頂，並且每次減持後，美股市場就出現大跌，比如2008年金融風暴前，巴菲特就開始大量減持美股，而2007年11月到2009年3月，納斯達克和標普500指數暴跌55%。[OMG]雖然說這位奧馬哈先知不一定對，但從他的動作來看，似乎讓市場和投資者有一些擔憂。在本季13F文件中，除了進一步減持蘋果和美國銀行外，伯克希爾還減持了第一資本信貸、Nu Holdings、特訊通訊和Ulta Beauty的股票。同時新買入消費類公司達美樂比薩130萬股股票和泳池用品公司Pool 40萬股股票。[Sigh]有人賣就會有人買，資管巨頭貝萊德在Q3再增持美股七巨頭，與巴菲特和伯克希爾形成強烈反差：對蘋果增持4340萬股、微軟750萬股、英偉達1235萬股、亞馬遜1855萬股、Meta Platform 98萬股、特斯拉466萬股和谷歌A+C的621萬股，同時增持伯克希爾259萬股，並減持禮來151萬股。截至Q3，貝萊德的持倉市值為4.76萬億美元。[Evil]貝萊德Q3繼續增持美股七巨頭從兩大巨頭的持股變化來看，市場對此的解讀也各有不同，雖然股神此前表示減
      【🎁有獎話題】股神再賣蘋果！開始加倉中國資產？你點睇本季13F報告？
      5034
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    • Marico SamuelMarico Samuel
      ·11-03

      XIAOMI: The Leader In EV!

      $XIAOMI-W(01810)$ As a consumer, let's dive into what makes the Xiaomi SU7 a step ahead of its predecessors and how it's shaking up the EV market:[Miser][Miser][Miser][Cool][Cool][Cool]Range and Efficiency: The Xiaomi SU7 boasts an official CLTC range of 800 km, which is quite impressive. In road testing, it managed to cover 643 km, showing that it's not just about the numbers on paper but real-world performance too.Performance and Speed: When it comes to speed, the SU7 is a standout. It can sprint from 0-100 km/h in just 3.24 seconds, making it faster than competitors like the Tesla Model 3 and Nio ET5 in acceleration tests.Value for Money: Priced significantly lower than the Tesla Model 3 by 30,000 yuan (4,100 USD) and
      448Comment
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      XIAOMI: The Leader In EV!
    • The Investing IguanaThe Investing Iguana
      ·10-31

      SGX Game-Changer: Trade Alibaba & BYD in SGD! | 🦖 #TheInvestingIguana EP470

      🟩 🔍 Dive into China's Top Tech from SGX: Here's How! 🌟 Join Iggy, your trusted source for all things investing, as we shed light on how you can tap into China's tech and EV giants like Alibaba and BYD, right from the Singapore Exchange (SGX)! Whether you're looking to grow your wealth or explore new financial strategies, this video is packed with insights to guide your investment decisions. 🚀 $BYD Co., Ltd.(BYDDY)$ $BYD Co., Ltd.(BYDDF)$ $KUAISHOU-W(01024)$ $XPeng Inc.(XPEV)$ $Alibaba(BABA)$ Explore the practical applications of these depository receipts, which offer a conven
      1.13K1
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      SGX Game-Changer: Trade Alibaba & BYD in SGD! | 🦖 #TheInvestingIguana EP470
    • Jake_WujastykJake_Wujastyk
      ·11-07

      The Situation is Not too Bad for BABA& JD

      Hello everyone! Today i want to share some technical analysis with you!1."Trump is not good for China because of Tariffs"Let's look at this objectively on $JD and $BABA before we come to any conclusion outside of hard data. $JD.com(JD)$ & $Alibaba(BABA)$ charts below.2.I fully stick to this thesis. If you don't understand the timeframe or logic, just move on & look at the 100+ other charts/thesis' that I post about, extremely simple stuff. $Alibaba(BABA)$ $JD.com(JD)$ $HSI(HSI)$ $KraneShares CSI China Internet ETF(KWEB)$
      2.15KComment
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      The Situation is Not too Bad for BABA& JD
    • 香港期權教室HKOptionClass香港期權教室HKOptionClass
      ·10-14

      重陽火車見聞錄　港股巨浪浪接浪　2024-10-14

      重陽火車見聞錄　港股巨浪浪接浪　2024-10-1筆者重陽拜山，發覺上山的人流比往年少，與連假期間港人大量出境不知有無關係。查看入境署的數據，週四五的港人出境人數為48萬和60萬人，比較再上週的21萬與28萬人，一共多出近59萬人，即是額外的離港人數有近一成港人之多，難怪市面有點失色。回程南下的火車上，飄來陣陣看味，仔細看，不少乘客帶著大袋小袋：有切雞燒肉農家菜，再加上原盒水果。搭客門互相分享今天去了哪區哪個商場，有甚麼好食好買的，好不熱鬧，勾起小時親戚回鄉探親的情景，有種時空穿梭之感。返回港股，日波幅仍是十分大，上週一創出23241點的近期新高。而VHSI亦同步最高曾見44.56，反而週二大跌當天回落低見35.14，證明今次市場主要的恐慌不在股市下跌，而是沒有準備下的急升，把很多基金盤長期盤都殺個措手不及。牛熊證在連日急升急跌下，倉位都被趕出千點之外，參考價值變低，可以暫時不理。週五開始有第三季業績公佈，特別是下週一的平安和下週三的港交所，應該都對市場很有參考價值，詳見下表。會議日期 證券簡稱 代號 目的 期間---------- ---------------- ----- ------------------- ---------------------18/10/2024 中國鐵塔 788 業績 截至30/09/24止9個月18/10/2024 紫金礦業 2899 第三季業績 截至30/09/24止9個月21/10/2024 中電控股 2 第三期中期股息21/10/2024 中國平安 2318 第三季業績 截至30/09/24止9個月23/10/2024 中廣核電力 1816 第三季業績 截至30/09/24止9個月23/10/2024 香港交易所 388 業績 截至30/09/24止9個月25/10/2024 中國海外發展 688 業績 2024年第三季25/10
      656Comment
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      重陽火車見聞錄　港股巨浪浪接浪　2024-10-14
    • XianLiXianLi
      ·10-23
      $JD.com(JD)$ bears are so desperate they have to lie to spread their FUD. JD hasn’t finished their buybacks. Could be a run up to ER. Green candle at end of day might be institutional buys or company buyback. Of course the election will likely be a factor one way or another even though US tariffs don’t affect JD much since the US is not their target consumer[Miser][Miser][Miser]
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    • cheerzycheerzy
      ·10-23
      $JD.com(JD)$ another strong drop, couldn't break the ceiling of .80 so probably we will lose this floor of .60 too, what a shame, really I am losig patience and properly will sell very soon. Just buy the US stocks, 50% profit since holding is just fine already. what a shame, I expected much more ...[Cool][Cool][Cool]
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    • wigglyzwigglyz
      ·10-23
      $JD.com(JD)$ I hope $40 is the new bottom. Looking strong. [Miser][Miser][Miser]We will see how the final hour goes though.By many indicators, American tech is valued at where bear markets starts. Their counterparts in China are valued at where history shows bull markets start[Cool][Cool][Cool]
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    • glitziiglitzii
      ·10-23
      $JD.com(JD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ Retail investors owns 44% of Baba’s shares. Guess big boys will have to shake more weak holders to accumulate more? Patience and holding power is the key for investment in Baba.[Lovely][Lovely][Lovely]
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    • HKEX_CommentsHKEX_Comments
      ·08-10

      Weekly | Global Market Turmoil: HSI Steady, Major Test Ahead！

      This week saw massive global stock market turmoil. Japan's market first plunged 12.4%, its worst drop since 1987, then rebounded sharply, shaking financial markets!Amidst the global stock rout, Hong Kong stocks remained calm. The $HSI(HSI)$ dropped only 1.46% on Monday but ended the week up 0.85%, breaking a three-week losing streak.The global stock market upheaval was mainly due to concerns over a U.S. economic slowdown. On Friday, the U.S. reported 114,000 new jobs for July, falling short of the 175,000 expected. The unemployment rate hit a three-year high, fueling fears of a recession!Additionally, Japan’s unexpected interest rate hike and rising tensions in the Middle East triggered a sell-off on Monday.Hong Kong stocks had been declining recen
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      Weekly | Global Market Turmoil: HSI Steady, Major Test Ahead！
    • twizzytwizzy
      ·10-23
      $JD.com(JD)$ pump at open then dump? Great news today on how China is supporting the stock market and blue chip tech stocks, $PDD Holdings Inc(PDD)$ is flying but ours is not …[LOL][LOL][LOL]I am longterm on nothing then small amount of JD!!
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    • MaverickWealthBuilderMaverickWealthBuilder
      ·08-28

      Meituan Q2: Huge improvement in EBITDA, More buyback plan?

      After the Hong Kong stock market closed on August 28th, $Meituan-W (03690)$ announced its 24Q2 earnings report.There were big fluctuations in Meituan's share price in the first two quarters of this year, but it has been stable since the Q1 earnings report.On one hand, the whole HK stock trading volume shows contraction, on the other hand, more performance indicators are needed to guide. $Meituan ADR (MPNGY)$ $Meituan-WR (83690)$Q2 industry is clearly better than expected, several points that the market is concerned about: competitive in-store dynamics, slowdown in consumption, all performed well, while the loss reduction
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      Meituan Q2: Huge improvement in EBITDA, More buyback plan?
    • HoCheHoChe
      ·09-23

      🌓 哈電憧憬再度私有化？ 🌗 （23/9/2024 星期一）

      2018年12月（差不多6年前），央企 $哈尔滨电气(01133)$ （H股市值15.7億元，H +內資總市值51.9億元）獲母企提出私有化，母企出價每H股4.56元，較當時市價溢價82%。2019年5月，在相關EGM中，H股股東投贊成票佔88.3%，距私有化成事門檻90%僅差1.7個百分點之微，私有化失敗。哈電現價2.32元，當年私有化作價較現價高出近1倍，而哈電今年預測盈利又創十五年以來新高。哈電有再度獲提私有化誘因，現價值博率具吸引力。1️⃣ 哈電是國內主要電力設備生產商之一，業績黃金期在2006至2008年，平均每年賺12.6億元人幣，2007年歷史高價29.22元，歷史最高PE 90倍、PB 6.0倍。✏️ 中績暴增5.16倍2️⃣ 2023財年（12月年結），哈電營收292.5億元人幣，增17%；純利5.75億元人幣，激增4.8倍，受惠於撥備改善。2024財年上半年，哈電營收172.6億元人幣，按年大升25.4%；半年純利5.23億元人幣，按年暴增5.16倍，並已等於去年全年的91%，公司7月中已發盈喜（7月16日 股價由2.57元衝上3元）。中期業績猛進，主因是期內全國發電裝機總容量按年增長14.1%，哈電主要產品市場訂單保持較好水平，經營發展穩中有進。中績之後股價回落近2成，是因為今年6月底正式合同簽約額260.25億元人幣，按年跌20%。2024財年下半年，哈電盈利料遜於上半年，但全年盈利預測9.5億元人幣（EPS 0.42元人幣），增幅仍高達65%，創十五年來最高。現價預測PE 5.0倍、PB 0.32倍。3️⃣ 電力設備同業上海電氣（2727）與東方電氣（1072），今年平均預測PE 9.7倍，哈電折讓48%。同業今年平均預測PB 0
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      🌓 哈電憧憬再度私有化？ 🌗 （23/9/2024 星期一）
    • MaverickWealthBuilderMaverickWealthBuilder
      ·08-21

      Kuaishou Q2: What Makes A Huge Plunge?

      $Racer-W (01024)$ The market sentiment was more pessimistic after the announcement of 24Q2 earnings. Although revenue and profit for the quarter exceeded expectations and margins reached a new quarterly high, investors seemed to be more concerned about the downside of the e-commerce business, which included both broader issues in the overall consumer industry and concerns about the company's overall strategy.Key financialsRevenue: Fastlane reported revenue of 30.98 billion yuan in Q2 2024, up 11.6% year-over-year, beating market expectations of 30.37 billion yuan.Profit: gross profit was 17.135 billion yuan, up 23% year-over-year, while adjusted net profit was 4.679 billion yuan, up 73.7% year-over-year.Gross profit margin and adjust
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      Kuaishou Q2: What Makes A Huge Plunge?
    • mizzmomizzmo
      ·10-09

      PDD: The Future is Still Promising!

      $PDD Holdings Inc(PDD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ $BILIBILI-W(09626)$ A tug of war between the bears and the bulls. Increased volatility is expected but a few things are certain:1. The Chinese authorities will do whatever it can to support the economy. They have openly announced it and it shall be done. 2. More economic stimulus is forthcoming.3. Fed will continue to lower interest rates to avert a hard landing4. This gems will continue to be profitable and more so with all the economic stimuli.5. Chinese equities have in general bottomed up and the trend is up from here. Weak holders and t
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      PDD: The Future is Still Promising!
    • catandbullcatandbull
      ·10-08
      $JD.com(JD)$ $Alibaba(BABA)$ from peaks to less peaks. Here come the emotional folk and how bad China is meanwhile they missed 40% to 50% in weeks because they are scared. And no they wouldn't have shorted it into today either they'll just talk their nonsense. They window watch, we play ball. [LOL][LOL][LOL] But what was this week's plan? We use rational thought and common sense. Markets go up and down. [Drowsy][Drowsy][Drowsy]This week's plan was waiting for the roll over.We only expected a modest 7% on Commons, options well you know the deal way more than that. Anywho right or right? It's a game. Learn to play and become untouchable. A Rational Thought~
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    • twizzytwizzy
      ·10-16
      $Alibaba(BABA)$ I feel bears take over again. I smell fear. That is good. Means we are closer to the end of the correction than we think. I do not dare to call the bottom, but everyone can draw their Fibb and look at RSI. Let's face it, why would market go lower with the stimulus than before it?[Happy][Happy][Happy]
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    • glitziiglitzii
      ·10-16
      $Alibaba(BABA)$ Last weekend didn't shoot BABA to the much talked about $150. When do you speculate next? This Friday, next week, the other Friday, the following week, next month, a year? Manipulators at play selling false hopes to unsuspected FOMOers. It's entertaining to glance through the interactions
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    • tomthetrader1tomthetrader1
      ·10-07

      Chinese Asset Welcomes Great Booming!

      Hello everyone！Today i want to share some technical analysis with you!In February I highlighted $Alibaba(BABA)$ $BABA-W(09988)$ and $TENCENT(00700)$ as a part of the "Outside US Equities" trade category, market titans that had declined 70-80%.Nearly 7 months later both Alibaba and Tencent have traded at the trade idea targets, up 60%+. A relatively clean trade. For me, this marked a spot to record some profit. [Happy]Secondary trade targets for Alibaba & Tencent are 175 and 75 respectively. In the same trade category is Coupang which is also nearing its initial trade target.I remain bullish on all three.Follow me to learn more about analysis!!https://x.com/
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      Chinese Asset Welcomes Great Booming!
    • OutsiderLEOOutsiderLEO
      ·10-16
      $Alibaba(BABA)$ go ahead and fill the gaping holes, just know which way it's eventually going. It's a gift to both BABA buybacks and those who judiciously trimmed at $119. [Happy][Happy][Happy]Bring it down. Don't get caught short now!We will welcome another recovery!!!
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