Lonewolfcow
commented on
HSBC Global Research has highlighted earnings growth quality and valuation opportunities in China's internet industry, maintaining a Buy rating for $MEITUAN-W (03690.HK)$ , $TENCENT (00700.HK)$ , and $BABA-W (09988.HK)$ . Despite macroeconomic challenges, Meituan's earnings remain strong, while Tencent’s revenue shift towards higher-margin sectors and cost discipline boost growth. Alibaba is expected to benefit...
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$CATHAY PAC AIR (00293.HK)$
flown alot with the airline past few months.All flights full to and from hk. Trading too cheap anyways & blow out earnings ahead likely scenario. Good low risk entry point
flown alot with the airline past few months.All flights full to and from hk. Trading too cheap anyways & blow out earnings ahead likely scenario. Good low risk entry point
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$BIDU-SW (09888.HK)$
Baidu could very well be the first big winner from robotaxi within the next 3 years.
Low risk high reward on just this not to mention there other businesses in Ai / compute / search.
Pb under 1 and pe around 10. What a gift this is![]()
Baidu could very well be the first big winner from robotaxi within the next 3 years.
Low risk high reward on just this not to mention there other businesses in Ai / compute / search.
Pb under 1 and pe around 10. What a gift this is
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Lonewolfcow
commented on
Car dealer $Eagers Automotive Ltd (APE.AU)$ was the latest and warned about “softness” in Sydney.
That to me was definitely an eye opener because if Sydney siders are feeling the squeeze then every other capital city can’t be too far behind.
I maintain my AVOID on consumer discretionary stocks – I just see no reason to be in the sector.
You’ll have opportunities galore down the track.
That to me was definitely an eye opener because if Sydney siders are feeling the squeeze then every other capital city can’t be too far behind.
I maintain my AVOID on consumer discretionary stocks – I just see no reason to be in the sector.
You’ll have opportunities galore down the track.
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$Eagers Automotive Ltd (APE.AU)$
The 3 major Car Dealers trading on the ASX are all trading on about 7 times earnings.There cheap! In order i like(PWA) Peter Warren Automotive with the most upside as there property holdings are substantial and can borrow on it to continue growth Eagers & Autosports are both also solidly run Profitable businesses. Unless you think cars will be replaced by spacecraft in the next 5 years these stocks are no brainers with there Dividend...
The 3 major Car Dealers trading on the ASX are all trading on about 7 times earnings.There cheap! In order i like(PWA) Peter Warren Automotive with the most upside as there property holdings are substantial and can borrow on it to continue growth Eagers & Autosports are both also solidly run Profitable businesses. Unless you think cars will be replaced by spacecraft in the next 5 years these stocks are no brainers with there Dividend...
$Peter Warren Automotive Holdings Ltd (PWR.AU)$
They could sell there Sydney Property today and it would return the entire current market cap of the stock. There sydney caryard landholding could hold 1000s of apartments. This long standing business is crazy cheap. Profitable / pays a healthy dividend.Well run business in key city locations. Trading on P/e of about 7 on the back of peak rates. Aus car fleet aging and population will be seeking new cars soon. R...
They could sell there Sydney Property today and it would return the entire current market cap of the stock. There sydney caryard landholding could hold 1000s of apartments. This long standing business is crazy cheap. Profitable / pays a healthy dividend.Well run business in key city locations. Trading on P/e of about 7 on the back of peak rates. Aus car fleet aging and population will be seeking new cars soon. R...
$DGL Group Ltd (DGL.AU)$
This stock is an essesntial service , limited supply in regards to property that can hold chemicals. Trading well below NTA. Most hated stock on ASX which is good once rates go down we can see a strong rebound. Low risk / high reward play for this profitable long standing company. BUY today, close your eyes and return 2 years later to see your money 2-3x
This stock is an essesntial service , limited supply in regards to property that can hold chemicals. Trading well below NTA. Most hated stock on ASX which is good once rates go down we can see a strong rebound. Low risk / high reward play for this profitable long standing company. BUY today, close your eyes and return 2 years later to see your money 2-3x
Lonewolfcow
liked and commented on
any time I look over the ASX20 all I think is "christ that's an uninspiring bunch of companies"
a bunch of overpriced banks, a couple of ridiculously overpriced speciality companies, and BHP in a commodities downcycle, all of which are massively over-covered & reported on by every suit who works in Australian finance leading to little potential for any upside surprises
puke
the only one that ever gets me mildly interested is MQG (which has already run back up again), and BHP itself if you can ge...
a bunch of overpriced banks, a couple of ridiculously overpriced speciality companies, and BHP in a commodities downcycle, all of which are massively over-covered & reported on by every suit who works in Australian finance leading to little potential for any upside surprises
puke
the only one that ever gets me mildly interested is MQG (which has already run back up again), and BHP itself if you can ge...
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Lonewolfcow
commented on
When it comes to gaming, the use of ChatGPT-like generative artificial intelligence is still in an exploratory phase, according to Liang Chen, general manager of Tencent Cloud’s internet industry department.
Chen said that AI has long been used by gaming companies for pattern recognition and other functions, but effective use of generative AI comes with high costs.
Despite being in an exploratory period, Chen said he expected the bus...
Chen said that AI has long been used by gaming companies for pattern recognition and other functions, but effective use of generative AI comes with high costs.
Despite being in an exploratory period, Chen said he expected the bus...
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Lonewolfcow : lol always bullish So time to buy baidu then when the big institutions downgrades something it’s another word for saying: sell it so we can buy & hold.