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$Hang Seng Index (800000.HK)$ Bridgewater's Dalio: China issue is controllable, saying "blood flowing like rivers" is a good time to buy.
Bridgewater Associates founder Ray Dalio explained his reasons for investing in China on LinkedIn. He stated that he has been involved in the Chinese stocks market and his investments have been successful, demonstrating to investors that through wise and diversified portfolio allocation, profits can be made in both bull and bear markets. Dalio pointed out that according to his investment approach, there are no bad markets, only bad decisions, and the Chinese market is very suitable for this type of decision-making.
Regarding the current issues facing China, Dalio believes they are "manageable," as the Chinese leadership will eventually find ways to address the problems. He pointed out that there are signs that Chinese economic policymakers are preparing to implement quantitative easing and debt restructuring to achieve a "beautiful deleveraging." He believes that, like all countries in history, China can improve productivity through restructuring the financial system⋯⋯
Bridgewater Associates founder Ray Dalio explained his reasons for investing in China on LinkedIn. He stated that he has been involved in the Chinese stocks market and his investments have been successful, demonstrating to investors that through wise and diversified portfolio allocation, profits can be made in both bull and bear markets. Dalio pointed out that according to his investment approach, there are no bad markets, only bad decisions, and the Chinese market is very suitable for this type of decision-making.
Regarding the current issues facing China, Dalio believes they are "manageable," as the Chinese leadership will eventually find ways to address the problems. He pointed out that there are signs that Chinese economic policymakers are preparing to implement quantitative easing and debt restructuring to achieve a "beautiful deleveraging." He believes that, like all countries in history, China can improve productivity through restructuring the financial system⋯⋯
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$SSE Composite Index (000001.SH)$ what do you think?
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$Hang Seng Index (800000.HK)$
Macro Picture
Chinese economic data continues to come in stagnant. So far, I dont see anything major within the data recently that looks dovish for Chinese markets. Sometimes, the stock market will defy the economic data, but at the moment, the Hang Seng Index looks stagnant, just like the economic data.
It seems like everybody is waiting for a big stimulus announcement before the market can go bullish again. The last major stimulus package sent chine...
Macro Picture
Chinese economic data continues to come in stagnant. So far, I dont see anything major within the data recently that looks dovish for Chinese markets. Sometimes, the stock market will defy the economic data, but at the moment, the Hang Seng Index looks stagnant, just like the economic data.
It seems like everybody is waiting for a big stimulus announcement before the market can go bullish again. The last major stimulus package sent chine...
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[Rewards] Sea Limited plunges after Q2 earnings miss, bone or bane?
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Sea Limited Q2 total revenue was $3.1 billion, representing a single-digit increase of 5.2% YoY (year-over-year).
● Q2 net income turned positive to $331.0 million, as compared to a total net loss of $(931.2) million for the second quarter of 2022.
● The E-commerce sector's revenue...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Sea Limited Q2 total revenue was $3.1 billion, representing a single-digit increase of 5.2% YoY (year-over-year).
● Q2 net income turned positive to $331.0 million, as compared to a total net loss of $(931.2) million for the second quarter of 2022.
● The E-commerce sector's revenue...
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Do you think $Sea (SE.US)$ is fair valued, overvalued
, or undervalued at this point trading at $135?
, or undervalued at this point trading at $135?
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Alibaba Group Holding Limited (BABA) June Quarter 2021 Earnings Conference Call is scheduled at 7:30 pm SGT and 7:30 am ET on August 3. You can watch the livestream by subscribing to it.
Sales and Revenue
“Alibaba achieved a historic milestone of one billion annual active consumers globally in the fiscal year ended March 2021,” said Daniel Zhang, Chairman and CEO of Alibaba Group. In the March quarter of 2021, Alibaba's revenue was RMB187,395 million (US$28,602 million), an increase of 64% year-over-year. Excluding the consolidation of Sun Art starting in October 2020, Alibaba's revenue would have grown 32% year-over-year to RMB674,420 million (US$102,937 million).
Annual active consumers on our China retail marketplaces was 811 million for the twelve months, an increase of 32 million from the twelve months ended December 31, 2020.
Earnings Preview
According to 21 analysts' estimates on Yahoo Finance, the average revenue forecast of the June quarter stands at 32.54B. The growth estimate of current quarter is 1.40%. The consensus EPS forecast for the quarter is $2.24, and the reported EPS for the same quarter last year was $2.06.
What's your view on Alibaba? Feel free to comment below!
Disclaimer: The live video is made available for informational purposes only. Before investing, please consult a licensed professional.
Sales and Revenue
“Alibaba achieved a historic milestone of one billion annual active consumers globally in the fiscal year ended March 2021,” said Daniel Zhang, Chairman and CEO of Alibaba Group. In the March quarter of 2021, Alibaba's revenue was RMB187,395 million (US$28,602 million), an increase of 64% year-over-year. Excluding the consolidation of Sun Art starting in October 2020, Alibaba's revenue would have grown 32% year-over-year to RMB674,420 million (US$102,937 million).
Annual active consumers on our China retail marketplaces was 811 million for the twelve months, an increase of 32 million from the twelve months ended December 31, 2020.
Earnings Preview
According to 21 analysts' estimates on Yahoo Finance, the average revenue forecast of the June quarter stands at 32.54B. The growth estimate of current quarter is 1.40%. The consensus EPS forecast for the quarter is $2.24, and the reported EPS for the same quarter last year was $2.06.
What's your view on Alibaba? Feel free to comment below!
Disclaimer: The live video is made available for informational purposes only. Before investing, please consult a licensed professional.
Alibaba June Quarter 2021 Earnings Conference Call
Aug 3 06:30
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$DiDi Global (Delisted) (DIDI.US)$ Are a lot of people shorting?
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