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$Alibaba (BABA.US)$ buying BABA is like sitting on a magic carpet. Flying up and down. Eventually, we will end up in the moon. Hold on.
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$Alibaba (BABA.US)$ I am happy that I am still holding on to BABA's shares.... as I am impressed with what the company's future plan.... Moore Money explained it well with detial. Feel free to visit this site => https://youtu.be/TsT-2_rIgFI
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Columns 17 Dec 2021: Will short term economic pressure in China bring blessing to Chinese tech stocks
My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
We are well aware that the non-Chinese media has been circulating negative market and economic narratives over Chinese economy. Evergrande debt default as well as a few other property developers like Kaisa, etc had also announced the difficulty to meet payment deadlines and expressed liqudity concerns.
Soon after, there are reports that said Evergrande's creditors are filing for 13 billion USD liabilities claims from Evergrande. PBOC of China has stated that this will not be a market event disrupting market stability in China and Hong Kong but nevertheless, we note that Guangdong state has sent in a restructuring team to the headquarter of Evergrande to "assist" in such matters.
But all in all, RMB is still strong and PBOC has recently reduced the reserve deposit to be maintained at the banks thereby releasing more liquidity into the system. Bearing in mind the strong RMB may not help in exports though China has been pushing for its own domestic consumption to support its GDP, we nevertheless know that a too strong RMB would not be ideal. This comes at a time when USD in itself is also appreciating meaning RMB has appreciated way stronger than years ago. So how can PBOC and Chinese authorities come out with new measures?
I predict that PBOC will eventually work with CSRC, cyberspace admin, SAFE to allow the overseas investment by Chinese citizens thereby allowing the demand and supply balance of RMB (out and in) to be healthier rather than simply allowing strong demand for RMB due to the opening of its financial markets. As for the tech regulations, I believe it will be clarified in 2022 given that tech companies have grown to become so important to China's economy. If this is the case, then hopefully the PBOC and CSRC can have a good talk with cyberspace admin to say that the pressure on tech companies should be less intensive so that these tech companies can contribute to tax revenue to the country as well as generating jobs for China. Also, this can provide more inflows of funds into the tech companies once the tech regulations have been clarified.
These two steps are two logical steps.... But will China really do these two logical steps? I will leave it to time to show if my analysis and predictions will be right.
As always, this should not be construed as any investment or trading advice.
$UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $NTES-S (09999.HK)$ $NetEase (NTES.US)$ $Alibaba (BABA.US)$ $HUYA Inc (HUYA.US)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $KUAISHOU-W (01024.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $DouYu (DOYU.US)$ $Baidu (BIDU.US)$ $Weibo (WB.US)$ $Haier Smart Home (600690.SH)$ $XIAOMI-W (01810.HK)$ $Lenovo (05562.HK)$ $JD.com (JD.US)$ $MEITUAN-W (03690.HK)$ $Meituan(ADR) (MPNGF.US)$ $PDD Holdings (PDD.US)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
We are well aware that the non-Chinese media has been circulating negative market and economic narratives over Chinese economy. Evergrande debt default as well as a few other property developers like Kaisa, etc had also announced the difficulty to meet payment deadlines and expressed liqudity concerns.
Soon after, there are reports that said Evergrande's creditors are filing for 13 billion USD liabilities claims from Evergrande. PBOC of China has stated that this will not be a market event disrupting market stability in China and Hong Kong but nevertheless, we note that Guangdong state has sent in a restructuring team to the headquarter of Evergrande to "assist" in such matters.
But all in all, RMB is still strong and PBOC has recently reduced the reserve deposit to be maintained at the banks thereby releasing more liquidity into the system. Bearing in mind the strong RMB may not help in exports though China has been pushing for its own domestic consumption to support its GDP, we nevertheless know that a too strong RMB would not be ideal. This comes at a time when USD in itself is also appreciating meaning RMB has appreciated way stronger than years ago. So how can PBOC and Chinese authorities come out with new measures?
I predict that PBOC will eventually work with CSRC, cyberspace admin, SAFE to allow the overseas investment by Chinese citizens thereby allowing the demand and supply balance of RMB (out and in) to be healthier rather than simply allowing strong demand for RMB due to the opening of its financial markets. As for the tech regulations, I believe it will be clarified in 2022 given that tech companies have grown to become so important to China's economy. If this is the case, then hopefully the PBOC and CSRC can have a good talk with cyberspace admin to say that the pressure on tech companies should be less intensive so that these tech companies can contribute to tax revenue to the country as well as generating jobs for China. Also, this can provide more inflows of funds into the tech companies once the tech regulations have been clarified.
These two steps are two logical steps.... But will China really do these two logical steps? I will leave it to time to show if my analysis and predictions will be right.
As always, this should not be construed as any investment or trading advice.
$UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $NTES-S (09999.HK)$ $NetEase (NTES.US)$ $Alibaba (BABA.US)$ $HUYA Inc (HUYA.US)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $KUAISHOU-W (01024.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $DouYu (DOYU.US)$ $Baidu (BIDU.US)$ $Weibo (WB.US)$ $Haier Smart Home (600690.SH)$ $XIAOMI-W (01810.HK)$ $Lenovo (05562.HK)$ $JD.com (JD.US)$ $MEITUAN-W (03690.HK)$ $Meituan(ADR) (MPNGF.US)$ $PDD Holdings (PDD.US)$
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Bing China has been required by the relevant government agency to suspend the search auto-correction feature in mainland China for 30 days under PRC laws, says on Bing's website.
Microsoft Bing (Bing): According to the laws of the People's Republic of China, Bing suspended the “search automatic suggestions” function in mainland China for 30 days.
Most netizens reported that they were unable to open the Microsoft Bing search website within China.
$Microsoft (MSFT.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$
$Alphabet-C (GOOG.US)$
Microsoft Bing (Bing): According to the laws of the People's Republic of China, Bing suspended the “search automatic suggestions” function in mainland China for 30 days.
Most netizens reported that they were unable to open the Microsoft Bing search website within China.
$Microsoft (MSFT.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$
$Alphabet-C (GOOG.US)$
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$Baidu (BIDU.US)$ bought some of this .. feel it’s a good buy .
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Shares of $Alibaba (BABA.US)$ , $Tencent (TCEHY.US)$ , $Baidu (BIDU.US)$ , $JD.com (JD.US)$, $Li Auto (LI.US)$ and $XPeng (XPEV.US)$ rose in Hong Kong on Monday.
What’s Moving: Chinese e-commerce giant Alibaba’s shares traded 3.2% higher at HKD 125.10 in Hong Kong, while peer JD.Com’s shares have risen almost 1% to HKD 315.20. Alibaba is scheduled to hold its virtual investor day event on Dec. 16 and Dec. 17. Tech conglomerate Tencent’s shares have gained 2.7% to HKD 476.00 and technology company Baidu’s shares have risen 1.3% to HKD 147.80. Electric vehicle maker Li Auto’s shares traded 4.3% higher at HKD 127.90 and peer Xpeng’s shares are up 3.4% to HKD 186.40. Hong Kong’s benchmark Hang Seng Index opened higher on Monday and was up 1.1% at the time of writing. The index snapped a three-day winning streak and closed almost 1.1% lower on Friday.
Why Is It Moving? The Hang Seng Index rose after China’s policymakers pledged to ensure economic stability next year and also hinted at easing regulations on Big Tech companies following a regulatory crackdown this year.
The annual Central Economic Work Conference concluded in Beijing on Friday, with policy markets stressing on efforts to maintain economic stability next year while pursuing progress, the state-run Xinhua News Agency reported.
Shares of Chinese companies closed mostly higher in U.S. trading on Friday after the major averages in the U.S. ended at record highs. This was despite the Labor Department reporting a 6.8% increase in the consumer price index (CPI) in the month of November, the fastest inflation growth since 1982.
What’s Moving: Chinese e-commerce giant Alibaba’s shares traded 3.2% higher at HKD 125.10 in Hong Kong, while peer JD.Com’s shares have risen almost 1% to HKD 315.20. Alibaba is scheduled to hold its virtual investor day event on Dec. 16 and Dec. 17. Tech conglomerate Tencent’s shares have gained 2.7% to HKD 476.00 and technology company Baidu’s shares have risen 1.3% to HKD 147.80. Electric vehicle maker Li Auto’s shares traded 4.3% higher at HKD 127.90 and peer Xpeng’s shares are up 3.4% to HKD 186.40. Hong Kong’s benchmark Hang Seng Index opened higher on Monday and was up 1.1% at the time of writing. The index snapped a three-day winning streak and closed almost 1.1% lower on Friday.
Why Is It Moving? The Hang Seng Index rose after China’s policymakers pledged to ensure economic stability next year and also hinted at easing regulations on Big Tech companies following a regulatory crackdown this year.
The annual Central Economic Work Conference concluded in Beijing on Friday, with policy markets stressing on efforts to maintain economic stability next year while pursuing progress, the state-run Xinhua News Agency reported.
Shares of Chinese companies closed mostly higher in U.S. trading on Friday after the major averages in the U.S. ended at record highs. This was despite the Labor Department reporting a 6.8% increase in the consumer price index (CPI) in the month of November, the fastest inflation growth since 1982.
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The mobile wave has created a huge market, and it has also created the well-known companies on the mobile terminal. Only a portion of the money earned by these companies needs to continue to be invested in the growth of mobile hardware and ecology to form an amazing compound interest. Apple The M1 series of chips is one of the best proofs. In the past, it was unimaginable for ARM-based chips to be used in the PC field.
Such changes in the right to speak also have a profound impact on the entire industrial chain. Changes are spreading.
For example, the server market. X86 processors have always occupied the dominant position here in the past. In the past few years, Intel and AMD have always divided the server market. Among them, Intel has a market share of more than 90%, and AMD eats the rest. Although ARM Eyes on the server market but it has been difficult to make progress.
But for those who have not paid close attention to the changes in this field, it is surprising that in recent years, Internet giants have begun to develop their own ARM-based server chips, including foreign Amazon, Google and even Intel’s old friend Microsoft. Tencent, Alibaba, Huawei, etc. are all actively participating.
The ARM server and the mobile APP end cloud are of the same structure. The mobile application has natural advantages, good compatibility, and high instruction execution efficiency (no translation conversion required). With the advent of the short video era, the data center needs the throughput mobile end As the traffic becomes larger, the advantages of ARM servers may be further manifested.
$Apple (AAPL.US)$ $Microsoft (MSFT.US)$ $Qualcomm (QCOM.US)$ $Advanced Micro Devices (AMD.US)$ $Alibaba (BABA.US)$
Such changes in the right to speak also have a profound impact on the entire industrial chain. Changes are spreading.
For example, the server market. X86 processors have always occupied the dominant position here in the past. In the past few years, Intel and AMD have always divided the server market. Among them, Intel has a market share of more than 90%, and AMD eats the rest. Although ARM Eyes on the server market but it has been difficult to make progress.
But for those who have not paid close attention to the changes in this field, it is surprising that in recent years, Internet giants have begun to develop their own ARM-based server chips, including foreign Amazon, Google and even Intel’s old friend Microsoft. Tencent, Alibaba, Huawei, etc. are all actively participating.
The ARM server and the mobile APP end cloud are of the same structure. The mobile application has natural advantages, good compatibility, and high instruction execution efficiency (no translation conversion required). With the advent of the short video era, the data center needs the throughput mobile end As the traffic becomes larger, the advantages of ARM servers may be further manifested.
$Apple (AAPL.US)$ $Microsoft (MSFT.US)$ $Qualcomm (QCOM.US)$ $Advanced Micro Devices (AMD.US)$ $Alibaba (BABA.US)$
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$Cohu Inc (COHU.US)$
According to company projections (and analysts' expectations), Cohu's revenue should exceed $900 million by 2021. That is double the company's revenues of three years ago, with a market capitalisation of $1.7 billion and shares trading at less than twice price-to-sales.
It expects earnings of $3.12 a share this year, or 11.3 times forward earnings, significantly lower than the iShares PHLX Semiconductor ETF, which trades at 37.3 times.
As long as the semiconductor industry remains short of supply, manufacturers will continue to seek more capacity. For Cohu, that means strong demand for the company's products and services in the future. Global sales rose 26.4 percent in May, according to the Semiconductor Industry Association. This stock is a good way to achieve that growth.
According to company projections (and analysts' expectations), Cohu's revenue should exceed $900 million by 2021. That is double the company's revenues of three years ago, with a market capitalisation of $1.7 billion and shares trading at less than twice price-to-sales.
It expects earnings of $3.12 a share this year, or 11.3 times forward earnings, significantly lower than the iShares PHLX Semiconductor ETF, which trades at 37.3 times.
As long as the semiconductor industry remains short of supply, manufacturers will continue to seek more capacity. For Cohu, that means strong demand for the company's products and services in the future. Global sales rose 26.4 percent in May, according to the Semiconductor Industry Association. This stock is a good way to achieve that growth.
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