Franklin Tok
commented on
Translated
12
38
Franklin Tok
voted
Hello Mooers! ![]()
![]()
The Chinese stock market has plunged more than 10%![]()
![]()
in these two days.
Some Mooers may be shocked![]()
by such a terrified quake, while some Mooers believe that this plunging is inevitable because of 'buy the rumor, sell the news'.
A group of Mooers believe that this is a health pullback![]()
, while another group of Mooers believe that the Chinese stocks are uninvestable. ![]()
Regardless of what may happen to the Chinese ...
The Chinese stock market has plunged more than 10%
Some Mooers may be shocked
A group of Mooers believe that this is a health pullback
Regardless of what may happen to the Chinese ...
26
13
5
Franklin Tok
commented on
$AUMAS (0098.MY)$ A significant drop from 62.5 sen to 57 sen, the performance is not bad!
Translated
5
Franklin Tok
voted
Morning mooers! It's Thursday, May 30th. The market indexes are in decline, and GDP numbers were revised lower, but overall, there is more green than red out there. My name is Kevin Travers, here are stories heard on Wall Street today:
If most equities were green, you would not believe it based on recent earnings reactions.
$UiPath (PATH.US)$ fell 34% at open after the firm lowered its full year guidance during its earnings release, ...
If most equities were green, you would not believe it based on recent earnings reactions.
$UiPath (PATH.US)$ fell 34% at open after the firm lowered its full year guidance during its earnings release, ...
38
4
2
Franklin Tok
commented on
$MEITUAN-W (03690.HK)$Is the current price cheap?
Translated
2
3
$MEITUAN-W (03690.HK)$
Awesome job from Meituan’s management team on such a great achievement become position 1 within a year in Hong Kong for takeaway business: https://www.moomoo.com/community/feed/112406226534406?share_code=00Xh5c
Continuous good news to boost Meituan revenue for in-store/hotel/tourism segment: https://www.moomoo.com/community/feed/112397639811078?share_code=00Xh5W
Previous track record:
* Takeout business (餐飲外賣): st...
Awesome job from Meituan’s management team on such a great achievement become position 1 within a year in Hong Kong for takeaway business: https://www.moomoo.com/community/feed/112406226534406?share_code=00Xh5c
Continuous good news to boost Meituan revenue for in-store/hotel/tourism segment: https://www.moomoo.com/community/feed/112397639811078?share_code=00Xh5W
Previous track record:
* Takeout business (餐飲外賣): st...
Franklin Tok
voted
Back in beginning of April, I shared that China/HK stocks are showing sign of strength.
On top of the policies that China government impose, charts have continuously formed higher low, and nearing a high - close to a breakout
$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ YINN - leveraged ETF of $iShares China Large-Cap ETF (FXI.US)$ FXI, it tracks the big cap of China companies, have similar price movement but 3 times leveraged. I made my buying ...
On top of the policies that China government impose, charts have continuously formed higher low, and nearing a high - close to a breakout
$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ YINN - leveraged ETF of $iShares China Large-Cap ETF (FXI.US)$ FXI, it tracks the big cap of China companies, have similar price movement but 3 times leveraged. I made my buying ...
+4
18
3
4
Franklin Tok
liked
$Hang Seng Index (800000.HK)$ China’s factory activity expanded for a second month, the best streak in more than a year, bolstering hopes of a sustained economic rebound
7
$MEITUAN-W (03690.HK)$
Figure 1: Back to early 2023, Meituan share price dropped drastically as market/analyst expected it will be affected badly with Douyin expanding into takeout business.
Figure 2: A year later, what market/analyst expectation is not happened!! In fact, Meituam and Douyin has different target consumer segment.
Meituan consumer: know exact what want to buy
Douyin consumer: sudden want to buy when watch livestream
Figure 3: At what price it should be? In early...
Figure 1: Back to early 2023, Meituan share price dropped drastically as market/analyst expected it will be affected badly with Douyin expanding into takeout business.
Figure 2: A year later, what market/analyst expectation is not happened!! In fact, Meituam and Douyin has different target consumer segment.
Meituan consumer: know exact what want to buy
Douyin consumer: sudden want to buy when watch livestream
Figure 3: At what price it should be? In early...
1
Franklin Tok
liked
S&P Ratings raises the outlook for $MEITUAN-W (03690.HK)$ to positive, as the food-delivery giant plans to narrow losses in its new business and better financial discipline could improve profitability and cash flow visibility.
S&P's base case assumes adjusted EBITDA will grow more than 40% to 36 billion yuan in 2024, largely aided by lower losses at Meituan Select, the community group buying business.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $Meituan ADR (MPNGY.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$
S&P's base case assumes adjusted EBITDA will grow more than 40% to 36 billion yuan in 2024, largely aided by lower losses at Meituan Select, the community group buying business.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $Meituan ADR (MPNGY.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$
6
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
Franklin Tok 包小姐的养老金 OP : Douyin is a much stronger contender compared to JD - let's see what the outcome was last year. Meituan was able to emerge from the Thousand Regiment Wars that year, its combat power is very strong! It also has many other businesses like tourism, offline stores, Xiaoxiang supermarkets, etc., building a solid fortress of businesses that even Ali's Duoyin cannot shake!
Franklin Tok Franklin Tok : Looking back at Meituan, takeaway became the first. Later, on-site travel took the first place, and preferred group buying also ranked first. Now, only the new Business ranks second (PDD Holdings ranks first) and is also quickly becoming profitable!