it’s not much but it’s honest work 🙂
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$OCBC Bank (O39.SG)$
help me decide, altho I already OCBC
help me decide, altho I already OCBC
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$BABA-W (09988.HK)$
is BABA overvalued ?
is BABA overvalued ?
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(1) Didi's removal led to a massive selloff in tech stocks.
(2) The severity and speed of the blow to the education industry chill the market.
(3) Countersanctions against seven people, including former U.S. Secretary of Commerce.
(4) Tencent Music was punished for suspected monopoly.
It's too early to bottom-hunt in edTECH, and even in other tech sectors. As a result, it may make sense to explore long-term opportunities in smaller, promising tech companies, as well as in sectors such as consumer discretionary and finance.
...
(2) The severity and speed of the blow to the education industry chill the market.
(3) Countersanctions against seven people, including former U.S. Secretary of Commerce.
(4) Tencent Music was punished for suspected monopoly.
It's too early to bottom-hunt in edTECH, and even in other tech sectors. As a result, it may make sense to explore long-term opportunities in smaller, promising tech companies, as well as in sectors such as consumer discretionary and finance.
...
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