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$Hang Seng Index (800000.HK)$ $Alibaba (BABA.US)$ David Tepper Interview with Cnbc on China stocks today 💰
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My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Did the value investors come in to buy the dip for companies like Xiaomi? Xiaomi at one point this morning hit 17.5 HKD, which is only 0.5 HKD above its IPO price of 17 HKD. I just recalled the recent live event hosted by Lei Jun, Xiaomi's cofounder, who said that he aimed to have Xiaomi investors to earn at least 100% based on their IPO price. That was being mentioned on 2Q2021 EARNING CONFERENCE, but since then Xiaomi's price has fallen for close to 4 months from 28.6 HKD all the way to a low of 17.5 HKD this morning.
So what was the reason for the rise today? Lenovo too also had a remarkable jump of around 5%... No specific reason or intentional efforts by me to search for the reason for the rise today.. It could be a normal rebound after a sharp fall by Xiaomi and Lenovo yesterday.
Or did the Chinese authorities finally see through the intention of the shortsellers and come in to support their tech stocks (aka hard tech companies here) to at least bring back some confidence? This I wouldnt know exactly but to me, shortselling Xiaomi today is going against a strong train today... at least this is for the day today..
Also, I would have to mention that people have to stop attaching the 8 HKD price tag that Xiaomi had gotten during the COVID march 2020 time date... Why? Xiaomi has gained further strength since then and is a much bigger company within these 2 years timeframe...
While I certainly do not know where is the bottom, trying to aim a bottom price to make purchase would not be a good strategy for me.. I as usual have bought in small volume whenever the price turns even more attractive.. Will Omicron kill consumption? It may damp interest for consuming for maybe awhile but it cannot damp thirst for spending in the long run.
As always, this should not be construed as any investment or trading advice.
$Hang Seng Index (800000.HK)$ $Lenovo (05562.HK)$ $XIAOMI-W (01810.HK)$ $KINGDEE INT'L (00268.HK)$ $Meituan(ADR) (MPNGF.US)$ $MEITUAN-W (03690.HK)$ $PDD Holdings (PDD.US)$ $JD-SW (09618.HK)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Did the value investors come in to buy the dip for companies like Xiaomi? Xiaomi at one point this morning hit 17.5 HKD, which is only 0.5 HKD above its IPO price of 17 HKD. I just recalled the recent live event hosted by Lei Jun, Xiaomi's cofounder, who said that he aimed to have Xiaomi investors to earn at least 100% based on their IPO price. That was being mentioned on 2Q2021 EARNING CONFERENCE, but since then Xiaomi's price has fallen for close to 4 months from 28.6 HKD all the way to a low of 17.5 HKD this morning.
So what was the reason for the rise today? Lenovo too also had a remarkable jump of around 5%... No specific reason or intentional efforts by me to search for the reason for the rise today.. It could be a normal rebound after a sharp fall by Xiaomi and Lenovo yesterday.
Or did the Chinese authorities finally see through the intention of the shortsellers and come in to support their tech stocks (aka hard tech companies here) to at least bring back some confidence? This I wouldnt know exactly but to me, shortselling Xiaomi today is going against a strong train today... at least this is for the day today..
Also, I would have to mention that people have to stop attaching the 8 HKD price tag that Xiaomi had gotten during the COVID march 2020 time date... Why? Xiaomi has gained further strength since then and is a much bigger company within these 2 years timeframe...
While I certainly do not know where is the bottom, trying to aim a bottom price to make purchase would not be a good strategy for me.. I as usual have bought in small volume whenever the price turns even more attractive.. Will Omicron kill consumption? It may damp interest for consuming for maybe awhile but it cannot damp thirst for spending in the long run.
As always, this should not be construed as any investment or trading advice.
$Hang Seng Index (800000.HK)$ $Lenovo (05562.HK)$ $XIAOMI-W (01810.HK)$ $KINGDEE INT'L (00268.HK)$ $Meituan(ADR) (MPNGF.US)$ $MEITUAN-W (03690.HK)$ $PDD Holdings (PDD.US)$ $JD-SW (09618.HK)$
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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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$Alibaba (BABA.US)$ 我个人认为这只股票现在不建议长期持有,也不建议抄底,估计会走一段时间盘整,如果有盈利也不能太贪心。
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Ubs said Chinese stocks were "overadjusted" : investors overreacted because of limited visibility into future policy, fragile risk sentiment and an imperfect understanding of substitutability.
It has found no significant difference in multiples between Hong Kong and U.S. -listed Chinese concept stocks, and that the impact of valuation on Chinese concept stocks in the long run is fairly limited.
Besides, Neuberger Berman sees opportunities next year for companies that were pressured this year by policy, market sentiment or fundamentals.
For the following reasons:
1) Valuations have become quite attractive after the overreaction.
2) As growth slows, policy may change. Supporting policies that continue to be introduced will be constantly revised.
3) Even with the negative impact of this year, quality companies in these sectors are adjusting and growing;
When all of these things change, the fundamentals of manufacturing, consumption, health care could all reverse and there will be opportunities for investment in the next few years.
$TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $NIO Inc (NIO.US)$ $MEITUAN-W (03690.HK)$ $Meituan ADR (MPNGY.US)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $CHINA VANKE (02202.HK)$ $WUXI APPTEC (02359.HK)$ $WUXI BIO (02269.HK)$ $HEARTCARE-B (06609.HK)$ $KUAISHOU-W (01024.HK)$ $Hang Seng TECH Index (800700.HK)$
It has found no significant difference in multiples between Hong Kong and U.S. -listed Chinese concept stocks, and that the impact of valuation on Chinese concept stocks in the long run is fairly limited.
Besides, Neuberger Berman sees opportunities next year for companies that were pressured this year by policy, market sentiment or fundamentals.
For the following reasons:
1) Valuations have become quite attractive after the overreaction.
2) As growth slows, policy may change. Supporting policies that continue to be introduced will be constantly revised.
3) Even with the negative impact of this year, quality companies in these sectors are adjusting and growing;
When all of these things change, the fundamentals of manufacturing, consumption, health care could all reverse and there will be opportunities for investment in the next few years.
$TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $NIO Inc (NIO.US)$ $MEITUAN-W (03690.HK)$ $Meituan ADR (MPNGY.US)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $CHINA VANKE (02202.HK)$ $WUXI APPTEC (02359.HK)$ $WUXI BIO (02269.HK)$ $HEARTCARE-B (06609.HK)$ $KUAISHOU-W (01024.HK)$ $Hang Seng TECH Index (800700.HK)$
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Hey guys, let me know what you think about shorting $MEITUAN-W (03690.HK)$
My entry to short is at 263. That's where the 50% Fibonacci retracement, resistance for the ichimoku and the graphical overlap resistance lines up. I'll take profit at the next support at 231 or even lower at 226 where the 61.8% Fibonacci retracement is and have my SL at 286 in line with the 78.6% Fibonacci retracement.
Entry: 263
Take Profit: 226
Stop Loss: 286
$Meituan 5xShortSG231214 (DARW.SG)$
$Meituan 5xLongSG220808 (DMGW.SG)$
My entry to short is at 263. That's where the 50% Fibonacci retracement, resistance for the ichimoku and the graphical overlap resistance lines up. I'll take profit at the next support at 231 or even lower at 226 where the 61.8% Fibonacci retracement is and have my SL at 286 in line with the 78.6% Fibonacci retracement.
Entry: 263
Take Profit: 226
Stop Loss: 286
$Meituan 5xShortSG231214 (DARW.SG)$
$Meituan 5xLongSG220808 (DMGW.SG)$
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Currently, there is a lot of fear, uncertainty and doubt over the series of current and potential regulatory actions in China. Undoubtedly this presents a buying opportunity as many Chinese stocks are at a historically steep discount but until the situation clears up which can take a few years, I think it is risky for value investors to open positions in Chinese stocks. The fallout from the Evergrande saga is another threat on the horizon. Short term traders and options traders should be able to find opportunities to make profits regardless.
$DiDi Global (Delisted) (DIDI.US)$ $PING AN INSURANCE (PNGAY.US)$ $TAL Education (TAL.US)$ $New Oriental (EDU.US)$ $Bilibili (BILI.US)$ $Baidu (BIDU.US)$ $Weibo (WB.US)$ $CHINA EVERGRANDE GROUP (EGRNF.US)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $NIO Inc (NIO.US)$ $XPeng (XPEV.US)$ $Meituan(ADR) (MPNGF.US)$ $BYD Co. (BYDDF.US)$
Disclaimer: The above is my personal opinion. It is not financial advice or a recommendation to invest. Please consult a financial advisor before making any investment decision.
Check out Long Term Investment - A Strategy For Growing Returns Without Sleepless Nights https://www.moomoo.com/community/feed/107495017873414?lang_code=2
$DiDi Global (Delisted) (DIDI.US)$ $PING AN INSURANCE (PNGAY.US)$ $TAL Education (TAL.US)$ $New Oriental (EDU.US)$ $Bilibili (BILI.US)$ $Baidu (BIDU.US)$ $Weibo (WB.US)$ $CHINA EVERGRANDE GROUP (EGRNF.US)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $NIO Inc (NIO.US)$ $XPeng (XPEV.US)$ $Meituan(ADR) (MPNGF.US)$ $BYD Co. (BYDDF.US)$
Disclaimer: The above is my personal opinion. It is not financial advice or a recommendation to invest. Please consult a financial advisor before making any investment decision.
Check out Long Term Investment - A Strategy For Growing Returns Without Sleepless Nights https://www.moomoo.com/community/feed/107495017873414?lang_code=2
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Columns RMB multiyear high....
My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
RMB multiyear high is good for Chinese stocks. You would know that I have been talking about RMB internationalisation for awhile. In fact, the strengthening of RMB is an indication that China's RMB internationalisation is progressing smoothly.
Yes you may have even read about the Harvard report that mentioned that China has become a leading global economic powerhouse as well as leading the world and competing for the number 1 spot against US and European countries for the tech leadership.
Donald trump's past presidency term has in fact further expedited this process in tech leadership as China spends more efforts to develop its own hard tech like chips, semiconductors, various hard parts for the tech... This at the same time, let China focus on the tech regulation such that there is narrative to say that chinese tech regulations would slow down the tech leadership of China. Another nice chess piece there for China, which this single move press down Chinese tech equities to such low valuation.
My prediction of 2022 is that Chinese tech stocks will return to normalcy in terms of pricing and risk premium will abate. The strength of RMB will expedite the outflow of RMB into the world so as to counter the RMB strength, which may hurt the exports.
So i expect the overseas investment regulation for domestic china citizens will be formalised in China such that Chinese citizens should be allowed to invest overseas in 2022. Will I be right? Only time will tell... But if this happens, this will benefit the chinese tech stocks... I am positioning my capital into selected chinese tech stocks for the best potential return going into 2022 and 2023.
As always, risk management is important. Stay safe and manage the portfolio well.
As always, this should not be construed as any investment or trading advice.
$UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Hang Seng TECH Index (800700.HK)$ $DouYu (DOYU.US)$ $HUYA Inc (HUYA.US)$ $TENCENT (00700.HK)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $PDD Holdings (PDD.US)$ $NetEase (NTES.US)$ $DiDi Global (Delisted) (DIDI.US)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
RMB multiyear high is good for Chinese stocks. You would know that I have been talking about RMB internationalisation for awhile. In fact, the strengthening of RMB is an indication that China's RMB internationalisation is progressing smoothly.
Yes you may have even read about the Harvard report that mentioned that China has become a leading global economic powerhouse as well as leading the world and competing for the number 1 spot against US and European countries for the tech leadership.
Donald trump's past presidency term has in fact further expedited this process in tech leadership as China spends more efforts to develop its own hard tech like chips, semiconductors, various hard parts for the tech... This at the same time, let China focus on the tech regulation such that there is narrative to say that chinese tech regulations would slow down the tech leadership of China. Another nice chess piece there for China, which this single move press down Chinese tech equities to such low valuation.
My prediction of 2022 is that Chinese tech stocks will return to normalcy in terms of pricing and risk premium will abate. The strength of RMB will expedite the outflow of RMB into the world so as to counter the RMB strength, which may hurt the exports.
So i expect the overseas investment regulation for domestic china citizens will be formalised in China such that Chinese citizens should be allowed to invest overseas in 2022. Will I be right? Only time will tell... But if this happens, this will benefit the chinese tech stocks... I am positioning my capital into selected chinese tech stocks for the best potential return going into 2022 and 2023.
As always, risk management is important. Stay safe and manage the portfolio well.
As always, this should not be construed as any investment or trading advice.
$UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Hang Seng TECH Index (800700.HK)$ $DouYu (DOYU.US)$ $HUYA Inc (HUYA.US)$ $TENCENT (00700.HK)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $PDD Holdings (PDD.US)$ $NetEase (NTES.US)$ $DiDi Global (Delisted) (DIDI.US)$
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Didi Global Inc. $DiDi Global (Delisted) (DIDI.US)$ said Thursday it plans to delist from the New York Stock Exchange, barely five months after its initial public offering drew the wrath of Beijing. The Chinese ride-hailing giant said it plans to list in Hong Kong instead, allowing existing shareholders to convert their holdings in the company. But the announcement was scarce on details, leaving investors -- already nursing roughly $40 billion of losses -- with many unanswered questions.
Why is Didi going to delist?
Chinese regulators have opposed the U.S. listing as they are concerned it could expose Didi’s vast troves of data to foreign powers. The firm pressed ahead with the June IPO anyway, in a move that Beijing saw as a challenge to its authority. Days after the listing, the government announced a cybersecurity probe into the firm and forced its services off domestic app stores. Last week, people with knowledge of the matter said officials had directed Didi management to come up with a plan to withdraw from the NYSE. Didi’s exit is unlikely to be the last, with the government said to be drafting regulations to effectively ban Chinese companies from going public on foreign markets using the so-called variable interest entity (VIE) structure. The Chinese internet regulator began probing two more U.S.-listed companies, Full Truck Alliance Co. and Kanzhun Ltd., soon after launching the review into Didi. Proposed U.S. legislation threatens to raise another potential obstacle to local listings by Chinese companies as it would mandate foreign companies to open their books to U.S. scrutiny or risk being kicked off the NYSE and Nasdaq within three years.
Will investors swap their stock for Hong Kong shares?
It depends. Didi has dropped 52% from its post-IPO peak, wiping out about $42 billion of market value. Japan’s SoftBank Group Corp., the largest minority shareholder in Didi, last month reported a record loss at its Vision Fund unit, in part because of the stock’s plunge. Some shareholders may use the delisting as an excuse to exit, and certain retail investors may not be in a position to hold Hong Kong shares. Technically speaking, swapping the U.S. shares for stock in Hong Kong should be relatively straightforward for most institutional shareholders. But the new securities may trade with a valuation discount: Hong Kong has long been home to some of the world’s lowest price-to-earnings ratios. A gauge of tech shares in the city briefly touched a record low on Friday.
$Alibaba (BABA.US)$ $Tencent (TCEHY.US)$ $TENCENT HOLDINGS LIMITED (TCTZF.US)$ $Kanzhun (BZ.US)$ $Uber Technologies (UBER.US)$
Article excerpted from Yahoo.
Why is Didi going to delist?
Chinese regulators have opposed the U.S. listing as they are concerned it could expose Didi’s vast troves of data to foreign powers. The firm pressed ahead with the June IPO anyway, in a move that Beijing saw as a challenge to its authority. Days after the listing, the government announced a cybersecurity probe into the firm and forced its services off domestic app stores. Last week, people with knowledge of the matter said officials had directed Didi management to come up with a plan to withdraw from the NYSE. Didi’s exit is unlikely to be the last, with the government said to be drafting regulations to effectively ban Chinese companies from going public on foreign markets using the so-called variable interest entity (VIE) structure. The Chinese internet regulator began probing two more U.S.-listed companies, Full Truck Alliance Co. and Kanzhun Ltd., soon after launching the review into Didi. Proposed U.S. legislation threatens to raise another potential obstacle to local listings by Chinese companies as it would mandate foreign companies to open their books to U.S. scrutiny or risk being kicked off the NYSE and Nasdaq within three years.
Will investors swap their stock for Hong Kong shares?
It depends. Didi has dropped 52% from its post-IPO peak, wiping out about $42 billion of market value. Japan’s SoftBank Group Corp., the largest minority shareholder in Didi, last month reported a record loss at its Vision Fund unit, in part because of the stock’s plunge. Some shareholders may use the delisting as an excuse to exit, and certain retail investors may not be in a position to hold Hong Kong shares. Technically speaking, swapping the U.S. shares for stock in Hong Kong should be relatively straightforward for most institutional shareholders. But the new securities may trade with a valuation discount: Hong Kong has long been home to some of the world’s lowest price-to-earnings ratios. A gauge of tech shares in the city briefly touched a record low on Friday.
$Alibaba (BABA.US)$ $Tencent (TCEHY.US)$ $TENCENT HOLDINGS LIMITED (TCTZF.US)$ $Kanzhun (BZ.US)$ $Uber Technologies (UBER.US)$
Article excerpted from Yahoo.
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