if biz model working, turning in profit, price down ..to me, it is good to consider accumulating. Again, this is not calling anyone to buy. Buy Sell at own risk.
$MEITUAN-W (03690.HK)$ if biz expands, current model working , price down ..to me, it is good to consider accumulating. Again, this is not calling anyone to buy. Buy Sell at own risk.
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$Hang Seng Index (800000.HK)$ next week slowly sell down or quickly sell down 1000 points.. CBBCs houses will go celebrate Xmas with bonus
$ROBOSENSE (02498.HK)$ it might have achieved its..purpose of raising more fund in the name of R&D.. but collect more fund from the market
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$MEITUAN-W (03690.HK)$
Jingu Financial News | China Merchants International released the 2025 outlook for the Internet Plus-Related industry. The substantial increase in consumption-driven policies may still be the key driver for the valuation structure improvement of the Sector, while before this, the Sector may maintain volatility, shareholder return levels, profit growth rates, and certainty may be the key support for valuation.
The bank recommends focusing on three main themes: 1) The moat of mature businesses and new development space, or the potential to drive both performance and valuation growth: such as the gaming Sector benefiting from the release of new games, core businesses still having further online penetration space in local life, advertising effects improving under AI technology empowerment, additional ads and cloud services brought by GPU cloud business, monetization rates with room for improvement and potential benefits from incremental consumption-driven policies for e-commerce; recommend focusing on Tencent (00700), NetEase (09999), Alibaba (09988), Meituan (03690);
2) Sectors where rapid profit growth has been largely anticipated, but valuations may further recover to bring investment opportunities: such as OTA, Short Video, Education, recommend focusing on Ctrip (09961), Kuaishou (01024), New Oriental (09901);
Sectors that are expected to bring profits and valuation increments in the medium to long term by going global, such as e-commerce and OTA.
Jingu Financial News | China Merchants International released the 2025 outlook for the Internet Plus-Related industry. The substantial increase in consumption-driven policies may still be the key driver for the valuation structure improvement of the Sector, while before this, the Sector may maintain volatility, shareholder return levels, profit growth rates, and certainty may be the key support for valuation.
The bank recommends focusing on three main themes: 1) The moat of mature businesses and new development space, or the potential to drive both performance and valuation growth: such as the gaming Sector benefiting from the release of new games, core businesses still having further online penetration space in local life, advertising effects improving under AI technology empowerment, additional ads and cloud services brought by GPU cloud business, monetization rates with room for improvement and potential benefits from incremental consumption-driven policies for e-commerce; recommend focusing on Tencent (00700), NetEase (09999), Alibaba (09988), Meituan (03690);
2) Sectors where rapid profit growth has been largely anticipated, but valuations may further recover to bring investment opportunities: such as OTA, Short Video, Education, recommend focusing on Ctrip (09961), Kuaishou (01024), New Oriental (09901);
Sectors that are expected to bring profits and valuation increments in the medium to long term by going global, such as e-commerce and OTA.
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$Hang Seng Index (800000.HK)$ be nimble collect good value company stock... today seems a good day But always be nimble
$BIDU-SW (09888.HK)$ just added small bit to see how fast it will move.
last round it moves 53% from low hkd78+-, peak 119+-
this round to watch if it can move up > 50% then breaks its own recent peak 119-120.
last round it moves 53% from low hkd78+-, peak 119+-
this round to watch if it can move up > 50% then breaks its own recent peak 119-120.
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$GOLDWIND (02208.HK)$ can it break its recent peak of hkd7.85? sign of inflow
$PA GOODDOCTOR (01833.HK)$ this one surges post dividend distribution, then push again as today there is another digital health on IPO
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$TIANNENG POWER (00819.HK)$ anyone noticed the unusual price surge of TE?
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