蒲公英lovely5
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This documents my current observations, research and analysis of Chinese tech stocks and how the speculators are using various instruments to impact on the pricing of the share price of Chinese tech stocks like Alibaba, Tencent, Meituan, JD, Xiaomi, Kuaishou Tech, Bilibili, Za Online, Trip.com, Pinduoduo, etc. I have also laid out some predictions on what could potentially happen in 2022. However, in the battle of two systems like US and China, the exact impact on pricing is extremely tough as sentiments sway the price rather than real fundamental value affect the share price. So all in all, I personally manage my portfolio on a portfolio management basis to manage my risks.
my YouTube video link:
https://www.youtube.com/watch?v=TCBmvV2MNvA
Do subscribe and like my youtube channel so that you can be updated on quality research and analysis. Thanks for your support!
$Alibaba (BABA.US)$ $Meituan (ADR) (MPNGF.US)$ $TENCENT (00700.HK)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $PDD Holdings (PDD.US)$ $ZA ONLINE N2507 (40304.HK)$ $XIAOMI-W (01810.HK)$ $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ $UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $JD HEALTH (06618.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $KUAISHOU-W (01024.HK)$ $Haier Smart Home (600690.SH)$ $Lenovo (05562.HK)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $KE Holdings (BEKE.US)$ $HKE HOLDINGS (01726.HK)$
As always, this should not be construed as any investment or trading advice.
my YouTube video link:
https://www.youtube.com/watch?v=TCBmvV2MNvA
Do subscribe and like my youtube channel so that you can be updated on quality research and analysis. Thanks for your support!
$Alibaba (BABA.US)$ $Meituan (ADR) (MPNGF.US)$ $TENCENT (00700.HK)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $PDD Holdings (PDD.US)$ $ZA ONLINE N2507 (40304.HK)$ $XIAOMI-W (01810.HK)$ $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ $UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $JD HEALTH (06618.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $KUAISHOU-W (01024.HK)$ $Haier Smart Home (600690.SH)$ $Lenovo (05562.HK)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $KE Holdings (BEKE.US)$ $HKE HOLDINGS (01726.HK)$
As always, this should not be construed as any investment or trading advice.
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蒲公英lovely5
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China is a huge market with enormous potential. They have very good and large companies that can rival US firms. Personally, I believe there are big growths and opportunities in Chinese stocks.
That said, I opine that for those who choose to start your journey of investment in Chinese stocks or choose to remain invested in them, you must be able to:
1) Be in for long term. Think 5 years, 8 years, 10 years etc. It’s a marathon, not a sprint.
2) Accept the high volatility due to regulatory pressures.
3) Be mentally prepared for Murphy’s Law - anything that can go wrong, will go wrong.
4) More importantly, invest only what you can afford to lose.
If you can stick to the above, and weather the current storm, the potential flip side / upside would be high returns from these beaten-down cheap stocks - like a sleeping giant (bull) waiting to be awaken and unleashed.
Short term fluctuations do not change the long term positive outlook. Not financial advice though. DYDD and invest safely.
$Alibaba (BABA.US)$
$BABA-W (09988.HK)$
$JD.com (JD.US)$
$NIO Inc (NIO.US)$
$XPeng (XPEV.US)$
$BYD COMPANY (01211.HK)$
$Li Auto (LI.US)$
$Baidu (BIDU.US)$
$Bilibili (BILI.US)$
$TENCENT (00700.HK)$
$PDD Holdings (PDD.US)$
$Futu Holdings Ltd (FUTU.US)$
That said, I opine that for those who choose to start your journey of investment in Chinese stocks or choose to remain invested in them, you must be able to:
1) Be in for long term. Think 5 years, 8 years, 10 years etc. It’s a marathon, not a sprint.
2) Accept the high volatility due to regulatory pressures.
3) Be mentally prepared for Murphy’s Law - anything that can go wrong, will go wrong.
4) More importantly, invest only what you can afford to lose.
If you can stick to the above, and weather the current storm, the potential flip side / upside would be high returns from these beaten-down cheap stocks - like a sleeping giant (bull) waiting to be awaken and unleashed.
Short term fluctuations do not change the long term positive outlook. Not financial advice though. DYDD and invest safely.
$Alibaba (BABA.US)$
$BABA-W (09988.HK)$
$JD.com (JD.US)$
$NIO Inc (NIO.US)$
$XPeng (XPEV.US)$
$BYD COMPANY (01211.HK)$
$Li Auto (LI.US)$
$Baidu (BIDU.US)$
$Bilibili (BILI.US)$
$TENCENT (00700.HK)$
$PDD Holdings (PDD.US)$
$Futu Holdings Ltd (FUTU.US)$
![Good Buy, or Goodbye?](https://sgsnsimg.moomoo.com/moo-1639298838-102780363-iPhone-1-org.gif/thumb)
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蒲公英lovely5
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It can be challenging to know how best to invest in Chinese stocks right now with the recent biggest jump and the higher risks associated with the market. While Chinese stocks may offer huge growth opportunities in a massive market, it is more suited for investors with a generous appetite for risk. Even then, greater caution needs to be exercised when picking Chinese stocks as they tend to be highly volatile with greater regulatory challenges. One good way is perhaps to invest only in high quality Chinese companies $Alibaba (BABA.US)$, $JD.com (JD.US)$, $PDD Holdings (PDD.US)$, $Tencent (TCEHY.US)$ that are both big and visible with the most solid standing. Still, it might be challenging for many to invest calmly in Chinese stocks as China's business market is comparatively opaque and more prone to regulatory pressures. Furthermore, it may not be easy to digest the news coming out of China these days. For those investors who are concerned that Chinese stocks are too vulnerable to ever-present risks and uncertainties, investing in the larger ones with economic moats to succeed in the longer term would be a safer choice.
$Baidu (BIDU.US)$
$Bilibili (BILI.US)$
$BYD Co. (BYDDF.US)$
$DiDi Global (Delisted) (DIDI.US)$
$Futu Holdings Ltd (FUTU.US)$
$Li Auto (LI.US)$
$NetEase (NTES.US)$
$NIO Inc (NIO.US)$
$Weibo (WB.US)$
$XPeng (XPEV.US)$
$Baidu (BIDU.US)$
$Bilibili (BILI.US)$
$BYD Co. (BYDDF.US)$
$DiDi Global (Delisted) (DIDI.US)$
$Futu Holdings Ltd (FUTU.US)$
$Li Auto (LI.US)$
$NetEase (NTES.US)$
$NIO Inc (NIO.US)$
$Weibo (WB.US)$
$XPeng (XPEV.US)$
![Investing in Chinese Stocks](https://sgsnsimg.moomoo.com/1639100747018-103105565-android-org.gif/thumb)
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$Sea (SE.US)$ I'm a god. When I bought it, it fell for 6 days in a row, and when I sold it, it bucked the trend and rebounded for 2 days
Translated
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蒲公英lovely5
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short seller will swoop up the shares you sold for profit. HOLD and LONG sea this company haven’t reached it’s peak yet.
$Sea (SE.US)$
$Sea (SE.US)$
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蒲公英lovely5
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I remain bullish on $Alibaba (BABA.US)$ but there's no denying that it's suffered more from regulation and increased competition than some other Chinese companies. This has led to two revenue misses and three EPS misses in the last four quarters. That's not a trend I like to see, but it's not enough to make me want to sell.
Even so, there are other options that appear to have more momentum. $JD.com (JD.US)$ has beaten revenue and EPS in each of the last four quarters and $PDD Holdings (PDD.US)$ only has one revenue miss. $Baidu (BIDU.US)$ has beaten revenue all four times and only missed EPS once. Tencent has struggled but still has one more beat than Alibaba.
All of these companies - and some others I didn't mention - are also high quality, fast growing, and relatively cheap. Some of them may outperform Alibaba in the coming years, especially if Alibaba runs into more regulatory issues. At the very least, holding more than one Chinese company will probably help reduce the month to month volatility. For example, $Tencent (TCEHY.US)$ and JD have been neutral to slightly green over the past month.
Even so, there are other options that appear to have more momentum. $JD.com (JD.US)$ has beaten revenue and EPS in each of the last four quarters and $PDD Holdings (PDD.US)$ only has one revenue miss. $Baidu (BIDU.US)$ has beaten revenue all four times and only missed EPS once. Tencent has struggled but still has one more beat than Alibaba.
All of these companies - and some others I didn't mention - are also high quality, fast growing, and relatively cheap. Some of them may outperform Alibaba in the coming years, especially if Alibaba runs into more regulatory issues. At the very least, holding more than one Chinese company will probably help reduce the month to month volatility. For example, $Tencent (TCEHY.US)$ and JD have been neutral to slightly green over the past month.
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蒲公英lovely5
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1. The Swiss sportswear brand $On Holding (ONON.US)$ once again soared by nearly 13% on the second day of its financial report. After its performance, it has been upgraded by a number of major banks and its target price. Credit Suisse maintains its outperform rating on the stock. And raised the target price from $38 to $49.
2. "Meta Universe's first share" $Roblox (RBLX.US)$ closed up 7.3%, and the stock price reached a record high. The company announced on Monday that it will invest 10 million US dollars in the development of educational games. The US dollar was raised to US$150 and the rating of “overweight” was maintained.
3. The luxury car manufacturer $Ferrari (RACE.US)$ rose more than 3%. Morgan Stanley issued a research report saying it was optimistic about the company’s electric vehicle prospects and reiterated that the stock is its first choice in the electric vehicle field. Morgan Stanley raised the company's target price from US$265 to US$350, and maintained an "overweight" rating. Analyst Adam Jonas said: "We think it is possible for Ferrari to launch a series of electric car products at a price higher than the current average selling price of Ferrari, while using economies of scale to increase sales."
2. "Meta Universe's first share" $Roblox (RBLX.US)$ closed up 7.3%, and the stock price reached a record high. The company announced on Monday that it will invest 10 million US dollars in the development of educational games. The US dollar was raised to US$150 and the rating of “overweight” was maintained.
3. The luxury car manufacturer $Ferrari (RACE.US)$ rose more than 3%. Morgan Stanley issued a research report saying it was optimistic about the company’s electric vehicle prospects and reiterated that the stock is its first choice in the electric vehicle field. Morgan Stanley raised the company's target price from US$265 to US$350, and maintained an "overweight" rating. Analyst Adam Jonas said: "We think it is possible for Ferrari to launch a series of electric car products at a price higher than the current average selling price of Ferrari, while using economies of scale to increase sales."
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Translated
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蒲公英lovely5
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$Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ Good news for shareholders. Former Google Cloud chief, Diane Greene, understandably wanted to pursue U.S. federal government Cloud contracts, but, she had to fight Sundar Pichai on this score -- Pichai having indefensibly backed Google employees' nonsensical, infantile and indefensible opposition to their company doing business with the U.S. government. Can you imagine? These infants are reaping the fruits of peace, liberty and prosperity, working for a company that could have only been created in the U.S., yet, they're unwilling to help their country's government, when it needs assistance in technology matters.
I'm glad that Thomas Kurian is pursuing Cloud business opportunities wherever they lie. To not bid on U.S. federal government contracts is sheer foolishness.
I'm glad that Thomas Kurian is pursuing Cloud business opportunities wherever they lie. To not bid on U.S. federal government contracts is sheer foolishness.
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$Tesla (TSLA.US)$ The Chinese poems that Musk posted on his social accounts mean
Both born of the same root, why torment each other so cruelly!
Both born of the same root, why torment each other so cruelly!
![Picture](https://sgsnsimg.moomoo.com/1635816077467-71286787-android-org.jpg/thumb)
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