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Virus spike to delay, not derail restart.
The new year has started with a record COVID surge, renewed restrictions and many people working from home again. The difference with this time: The Omicron strain appears less severe in populations with high vaccination and immunity rates.
BlackRock sees Omicron delaying – and not derailing - the powerful restart of economic activity while potentially adding to supply bottlenecks. They stay overweight equiti...
The new year has started with a record COVID surge, renewed restrictions and many people working from home again. The difference with this time: The Omicron strain appears less severe in populations with high vaccination and immunity rates.
BlackRock sees Omicron delaying – and not derailing - the powerful restart of economic activity while potentially adding to supply bottlenecks. They stay overweight equiti...
![BlackRock is still overweight U.S. equities](https://ussnsimg.moomoo.com/5140329388301156689.png/thumb)
![BlackRock is still overweight U.S. equities](https://ussnsimg.moomoo.com/7943582605836385589.png/thumb)
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My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Alibaba and Tencent are undoubtedly the best known Chinese big tech companies that the world has known. If you are a financial investor of Chinese equities, it would not be that surprising to you when you hear that tencent had on 22 December 2021 announced the distribution of JD shares that it owns to its shareholders.
But what does it truly mean? Considering that tencent's share price has declined from 775 HKD to around 443 HKD now, representing at least 40% decline from price peak, this move has the signs of helping to reduce further share price downward pressure.
But this is only one level of thinking.... If you read my article on the second level of thinking, we would have to think further.. Is this step a conjunction of the anti-monopoly moves against the big tech and that tencent has read the political intention of central authorities so clearly that it has decided to pledge its loyalty first by shedding really unnecessary investee companies?
What I want to say is I do not think the regulation by chinese tech companies is nearing an end though I have a prediction that the intensity of the chinese tech data and regulation will be much less going into 2022.
As always, this should not be construed as any investment or trading advice.
$TENCENT (00700.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $UP Fintech (TIGR.US)$ $Baidu (BIDU.US)$ $Futu Holdings Ltd (FUTU.US)$ $NetEase (NTES.US)$ $Weibo (WB.US)$ $PDD Holdings (PDD.US)$ $Meituan(ADR) (MPNGF.US)$ $Hang Seng TECH Index (800700.HK)$ $Trip.com (TCOM.US)$ $Alibaba (BABA.US)$ $ALI PICTURES (01060.HK)$ $ZA ONLINE N2507 (40304.HK)$ $KUAISHOU-W (01024.HK)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Alibaba and Tencent are undoubtedly the best known Chinese big tech companies that the world has known. If you are a financial investor of Chinese equities, it would not be that surprising to you when you hear that tencent had on 22 December 2021 announced the distribution of JD shares that it owns to its shareholders.
But what does it truly mean? Considering that tencent's share price has declined from 775 HKD to around 443 HKD now, representing at least 40% decline from price peak, this move has the signs of helping to reduce further share price downward pressure.
But this is only one level of thinking.... If you read my article on the second level of thinking, we would have to think further.. Is this step a conjunction of the anti-monopoly moves against the big tech and that tencent has read the political intention of central authorities so clearly that it has decided to pledge its loyalty first by shedding really unnecessary investee companies?
What I want to say is I do not think the regulation by chinese tech companies is nearing an end though I have a prediction that the intensity of the chinese tech data and regulation will be much less going into 2022.
As always, this should not be construed as any investment or trading advice.
$TENCENT (00700.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $UP Fintech (TIGR.US)$ $Baidu (BIDU.US)$ $Futu Holdings Ltd (FUTU.US)$ $NetEase (NTES.US)$ $Weibo (WB.US)$ $PDD Holdings (PDD.US)$ $Meituan(ADR) (MPNGF.US)$ $Hang Seng TECH Index (800700.HK)$ $Trip.com (TCOM.US)$ $Alibaba (BABA.US)$ $ALI PICTURES (01060.HK)$ $ZA ONLINE N2507 (40304.HK)$ $KUAISHOU-W (01024.HK)$
![23 Dec 2021: What does the distribution in specie of JD shares by Tencent mean?](https://ussnsimg.moomoo.com/7202901112559233845.jpg/thumb)
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$Apple (AAPL.US)$ $Alphabet-C (GOOG.US)$ Apple has asked for the Indian antitrust charges to be dismissed, arguing that Google is dominant. In its filing with CCI, Apple denied the allegations and stressed that its market share in India was only 0-5%, compared with Google's 90-100%. "Apple does not have a dominant position in the Indian market," apple said. "Without a dominant position, there would be no abuse."
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The Hong Kong stock market has pulled back obviously in 2021, with the HSI currently down over 14% cumulatively, underperforming major global stock indices, so should investors be optimistic next year?
With many institutions releasing their 2022 outlooks, the voices favouring the performance of Chinese assets are getting stronger, including bullish views on Hong Kong stocks, and a number of institutions give optimistic forecasts for the HSI's point next year.
Overall, these institutional investors generally believe that the Hong Kong stock market has been digested most risk after continued adjustments and that the current valuation is reasonable as well as attractive.
$Hang Seng Index (800000.HK)$ $Hang Seng China Enterprises Index (800100.HK)$ $Hang Seng TECH Index (800700.HK)$ $TENCENT (00700.HK)$ $MEITUAN-W (03690.HK)$ $HKEX (00388.HK)$ $BYD COMPANY (01211.HK)$
With many institutions releasing their 2022 outlooks, the voices favouring the performance of Chinese assets are getting stronger, including bullish views on Hong Kong stocks, and a number of institutions give optimistic forecasts for the HSI's point next year.
Overall, these institutional investors generally believe that the Hong Kong stock market has been digested most risk after continued adjustments and that the current valuation is reasonable as well as attractive.
$Hang Seng Index (800000.HK)$ $Hang Seng China Enterprises Index (800100.HK)$ $Hang Seng TECH Index (800700.HK)$ $TENCENT (00700.HK)$ $MEITUAN-W (03690.HK)$ $HKEX (00388.HK)$ $BYD COMPANY (01211.HK)$
![Shall we buy HK stocks now? Institutional investors are optimistic](https://ussnsimg.moomoo.com/5679325707601326038.png/thumb)
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$Razer Inc. (01337.HK)$ What's the matter? Isn't it privatization? How can our retail investors sell their stocks at privatized prices? Ask someone to guide you and get lost
Translated
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Aldx : Ok