Duskerdawn : I think there is more to the above charts, alot of the analyst beats were priced in, especially during the end September/early October rise of most china concept stocks.
Hence, it would appear that the margin of expectation of beating analyst estimates was lower. It's not that their results haven't improved recently.

Duskerdawn : GL buying.
Basically China's google...
Search engines have a place in the modern world although it's (Baidu) market share is eroded by the following:-
1) Xiao Hong Shu (XHS) - basically a social media with search engine
2) A maps in China - search engine with map (unlike google baidu didn't create their own search engine)
3) Potentially game changing would be GenAI - although it is noted that Baidu has its own AI. But we won't know who the leading GenAI would be or the future form. My expectation would be that GenAI would be largely integrated into platforms in the future in seemless way, not visible to the end-user.

Duskerdawn : It's currently a duopoly with Airbus with similar revenue amounts... Unless CN's comac gets the relevant approvals/develops a wider range of aicrafts, this duopoly will still stay.
ATM, both Airbus and Boeing cannot fulfill all the outstanding orders. Since supply still lower than demand, won't see the valuation dropping below certain levels.

Duskerdawn : Depends on what you think about future of medicine/vaccines created by Moderna... Under Trump era, likely to be bad...
Also looking at the pandemic (SARS,avian flu, etc) like trends, seems to be every 10 years or so (in modern era). The bigger ones tend to be much wider timeline. That's also assuming that Moderna is the one that develops the vaccine for the next epidemic...
The odds don't look too good for Moderna...

Duskerdawn : Short-run should be 5.08/4.08, mid to long should up to 6.08
The cloud of Trump's presidency is heavy on Chinese/EM market. Especially so when the actual policies are not yet announced...
However, when he takes office and his policies are reveal (whether practicable) the CN/EM markets will recover from there.
Separately, I expect alot of volatility when he is in office. Volatility is typically good for brokerages, alot of trade volume.

Duskerdawn : But Boeing is diluting it's shares? 19 bil share sales, that's a 20% dilution.

Duskerdawn 104255742 : US uses monopoly money that's why...

Duskerdawn : Which market is OP thinking will have a black Monday? CN/HK has already had a bad 3 years...
Whereas US valuations are sky-high, a correction in us markets while it will impact other markets may not be as large as a decrease.

Duskerdawn : Yeah volume decreasing usually means downtrend...
Probably still sitting out, the CN/asian market still seems short run negative.
Unless it does a massive dip then maybe will consider.