Ivy fang
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Important Update: Due to a shipment delay, our 10th anniversary merch will only arrive end December 2022. We endeavour to deliver your items as soon as we can. We sincerely apologise for the delay! Thank you for your kind patience.
Hey moo-ers,
Join us in celebating our parent company, $Futu Holdings Ltd (FUTU.US)$ (Nasdaq: FUTU)'s 10th anniversary! To celebrate this special occassion, we will be releasing two exclusive merch on Rewards Club this Friday...
Hey moo-ers,
Join us in celebating our parent company, $Futu Holdings Ltd (FUTU.US)$ (Nasdaq: FUTU)'s 10th anniversary! To celebrate this special occassion, we will be releasing two exclusive merch on Rewards Club this Friday...
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Ivy fang
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$JD LOGISTICS (02618.HK)$ just curious. does anyone know why this price dropped so much from its IPO price?
were there any negative catalysts etc? regret not selling after the Q3 ER. looks like I might have to wait till the Q4 ER and hopefully the price goes up by then.
were there any negative catalysts etc? regret not selling after the Q3 ER. looks like I might have to wait till the Q4 ER and hopefully the price goes up by then.
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Ivy fang
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$XIAOMI-W (01810.HK)$ The stock price is lower than the actual value.
Translated
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Ivy fang
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$Alibaba (BABA.US)$ From the perspective of valuation, Alibaba's reduction of business expenses in the process of operation is in line with the concept of "making the world no difficult business". The construction of origin warehouse and commodity distribution in the agricultural product base will directly or indirectly drive employment opportunities, which is in line with the ESG concept advocated now. However, at present, the supporting valuation system is not mature and has not been widely adopted.
This leads to the cost that enterprises pay for social responsibility, but they are at a disadvantage in the traditional valuation system with profit and Gmv as the core.
In the future, with the improvement and popularization of ESG valuation system, enterprises with perfect corporate governance system, transparent information disclosure and active social responsibility and environmental protection responsibility will receive corresponding market value rewards.
In terms of business, Alibaba's businesses such as taote and taocai are still in the sowing and fertilization period, cloud computing is in the growth period, and Taobao Tmall is in the harvest period.
As Baba CFO said, "investors and operators think differently." Investors go into the orchard and think about melons, fruits, pears and peaches. Who is ripe and who is delicious, but the operators are concerned about whether the soil is fertile, whether the seeds are of high quality and whether the ecology is healthy. “
Everyone wants to buy in the growth period, sell in the harvest period, and enjoy a high slope of stock price rise, but no one can accurately eat from the head to the tail. At this time, you might as well start from the operation, analyze the possibility of the company returning to the high growth and repairing the profit side, and judge whether it is an ambush time at present.
This leads to the cost that enterprises pay for social responsibility, but they are at a disadvantage in the traditional valuation system with profit and Gmv as the core.
In the future, with the improvement and popularization of ESG valuation system, enterprises with perfect corporate governance system, transparent information disclosure and active social responsibility and environmental protection responsibility will receive corresponding market value rewards.
In terms of business, Alibaba's businesses such as taote and taocai are still in the sowing and fertilization period, cloud computing is in the growth period, and Taobao Tmall is in the harvest period.
As Baba CFO said, "investors and operators think differently." Investors go into the orchard and think about melons, fruits, pears and peaches. Who is ripe and who is delicious, but the operators are concerned about whether the soil is fertile, whether the seeds are of high quality and whether the ecology is healthy. “
Everyone wants to buy in the growth period, sell in the harvest period, and enjoy a high slope of stock price rise, but no one can accurately eat from the head to the tail. At this time, you might as well start from the operation, analyze the possibility of the company returning to the high growth and repairing the profit side, and judge whether it is an ambush time at present.
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Ivy fang
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$LI AUTO-W (02015.HK)$ good stock is the right time to buy now?
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Ivy fang
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My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Well we all know that Evergrande debt saga has thrown the property developers in China into the limelight.
Non- Chinese Financial Media has been "slamming" that the China is going to undergo a big liquidity crisis triggered by the property markets. Shortly after Evergrande saga, Kaisa also reported potential liquidity issues. But we should know that there was once a SOE company default back in 2015/2016... During that time, China's stock market crashed badly with Shanghai and Shenzhen indexes suffered big haircut... I have produced a youtube video, of which the link is as follows:-
https://youtu.be/kk5cbPVjHeg
But this time round, the Chinese markets did not suffer and Renminbi did not depreciate. It even went on to appreciate strongly and head towards and breaching 6.4 going to 6.37 against USD... What a thing isnt it?
Now my prediction comes that China should come off unscathed... well at least China's funding still remains adequate and with vast foreign reserves and an appreciating RMB, China is doing well..
Whats more, with all the deleveraging that it has been doing for the past few years, US and Europe have been on liquidity "high" with lots of QE.. This has bought China alot of time and coming into last month of 2021 and heading into 2022, I saw a news that Premier Lee Keqiang of China has mentioned that there is a possibility for China to lower its rate!
This is a good news for businesses in China, particularly financials and even the hard tech and consumers. Whats more, I have also seen news that semiconductors firms are reducing the component prices for its buyers! Another good news for the Chinese hard tech manufactures, which sell products to the consumers.
Has Xiaomi truly bottomed out at 19 HKD? This is still pending to broad market conditions but I do think that as long as the support of 19 HKD can be supported, it can avoid a downleg and breaks back above 20 HKD... Even Haier Smarthome has been doing well this week, having broken above 30 HKD.
As always, the above should not be construed as any investment or trading advice.
$XIAOMI-W (01810.HK)$ $Haier Smart Home (600690.SH)$ $HAIER SMARTHOME (06690.HK)$ $GOME RETAIL (00493.HK)$ $Gree Electric Appliances,Inc.of Zhuhai (000651.SZ)$ $COUNTRY GARDEN (02007.HK)$ $CITIC SEC (06030.HK)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Well we all know that Evergrande debt saga has thrown the property developers in China into the limelight.
Non- Chinese Financial Media has been "slamming" that the China is going to undergo a big liquidity crisis triggered by the property markets. Shortly after Evergrande saga, Kaisa also reported potential liquidity issues. But we should know that there was once a SOE company default back in 2015/2016... During that time, China's stock market crashed badly with Shanghai and Shenzhen indexes suffered big haircut... I have produced a youtube video, of which the link is as follows:-
https://youtu.be/kk5cbPVjHeg
But this time round, the Chinese markets did not suffer and Renminbi did not depreciate. It even went on to appreciate strongly and head towards and breaching 6.4 going to 6.37 against USD... What a thing isnt it?
Now my prediction comes that China should come off unscathed... well at least China's funding still remains adequate and with vast foreign reserves and an appreciating RMB, China is doing well..
Whats more, with all the deleveraging that it has been doing for the past few years, US and Europe have been on liquidity "high" with lots of QE.. This has bought China alot of time and coming into last month of 2021 and heading into 2022, I saw a news that Premier Lee Keqiang of China has mentioned that there is a possibility for China to lower its rate!
This is a good news for businesses in China, particularly financials and even the hard tech and consumers. Whats more, I have also seen news that semiconductors firms are reducing the component prices for its buyers! Another good news for the Chinese hard tech manufactures, which sell products to the consumers.
Has Xiaomi truly bottomed out at 19 HKD? This is still pending to broad market conditions but I do think that as long as the support of 19 HKD can be supported, it can avoid a downleg and breaks back above 20 HKD... Even Haier Smarthome has been doing well this week, having broken above 30 HKD.
As always, the above should not be construed as any investment or trading advice.
$XIAOMI-W (01810.HK)$ $Haier Smart Home (600690.SH)$ $HAIER SMARTHOME (06690.HK)$ $GOME RETAIL (00493.HK)$ $Gree Electric Appliances,Inc.of Zhuhai (000651.SZ)$ $COUNTRY GARDEN (02007.HK)$ $CITIC SEC (06030.HK)$
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Ivy fang
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In the long run, the economy is heading upwards.
Translated
Ivy fang : Digital Products pls ~