Kahala2021
liked
My Youtube channel: Hopehope赋予希望
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
China's Didi has been under pressure since the first few days after its IPO. Being on the wrong side of PRC authorities, it proceeded to list its company on US exchange despite not having the blessing of the cyberspace administration of China. Why not against the authoritiees?
If you read my articles on my views on Didi, you would have known that for any investment into the chinese tech stocks isnt that clear for a win until the Didi ruling is out. Well Jack Ma being out of the woods having been to Europe temporarily let markets perceive the end is near. Well it wasnt that wrong but Hang Seng Tech retesting a few times above 6700 before falling back to around 6100 doesnt look pretty. Range bound for HS Tech is here isnt it?
But not all is bad! With one of the major overhangs concerning Chinese tech stocks due to the unclear direction for Didi, at least seeing it being delisted and maybe relisted to Hong Kong isnt that bad. For delisting to be so near to the IPO in US, there is a good chance that Didi cannot underpay for this in a way of lowballing the IPO investors. There may be a chance that speculators may take the chance to punt a delisting price of 14 USD. Will they be right or wrong?
That I cannot say for sure...
All I can say is China has been clearing alot of roadblocks and one of the 2 big hurdles for the flurry of regulations was catalysed (i) by Jack Ma comments that banks are like pawnshops in China and (ii) another being Didi insisting its listing in US despite not being blessed by China's authorities...
For trading, one has to remain agile and know how to cut loss. For investment, one has to really play the long game by staying focused on the business fundamentals and have a clear understanding of the macro and regulatory environments not only in China but as well as in the whole world.
As always, this should not be construed as any investment or trading advice.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $DiDi Global (Delisted) (DIDI.US)$ $Youdao (DAO.US)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $JD.com (JD.US)$ $MEITUAN-W (03690.HK)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $HAIER SMARTHOME (06690.HK)$ $HUYA Inc (HUYA.US)$ $UP Fintech (TIGR.US)$ $XIAOMI-W (01810.HK)$ $Alibaba (BABA.US)$ $ALI PICTURES (01060.HK)$ $Alibaba Group Holding (05843.HK)$ $Futu Holdings Ltd (FUTU.US)$ $TENCENT (00700.HK)$ $BABA-W (09988.HK)$ $JOYY (YY.US)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
China's Didi has been under pressure since the first few days after its IPO. Being on the wrong side of PRC authorities, it proceeded to list its company on US exchange despite not having the blessing of the cyberspace administration of China. Why not against the authoritiees?
If you read my articles on my views on Didi, you would have known that for any investment into the chinese tech stocks isnt that clear for a win until the Didi ruling is out. Well Jack Ma being out of the woods having been to Europe temporarily let markets perceive the end is near. Well it wasnt that wrong but Hang Seng Tech retesting a few times above 6700 before falling back to around 6100 doesnt look pretty. Range bound for HS Tech is here isnt it?
But not all is bad! With one of the major overhangs concerning Chinese tech stocks due to the unclear direction for Didi, at least seeing it being delisted and maybe relisted to Hong Kong isnt that bad. For delisting to be so near to the IPO in US, there is a good chance that Didi cannot underpay for this in a way of lowballing the IPO investors. There may be a chance that speculators may take the chance to punt a delisting price of 14 USD. Will they be right or wrong?
That I cannot say for sure...
All I can say is China has been clearing alot of roadblocks and one of the 2 big hurdles for the flurry of regulations was catalysed (i) by Jack Ma comments that banks are like pawnshops in China and (ii) another being Didi insisting its listing in US despite not being blessed by China's authorities...
For trading, one has to remain agile and know how to cut loss. For investment, one has to really play the long game by staying focused on the business fundamentals and have a clear understanding of the macro and regulatory environments not only in China but as well as in the whole world.
As always, this should not be construed as any investment or trading advice.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $DiDi Global (Delisted) (DIDI.US)$ $Youdao (DAO.US)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $JD.com (JD.US)$ $MEITUAN-W (03690.HK)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $HAIER SMARTHOME (06690.HK)$ $HUYA Inc (HUYA.US)$ $UP Fintech (TIGR.US)$ $XIAOMI-W (01810.HK)$ $Alibaba (BABA.US)$ $ALI PICTURES (01060.HK)$ $Alibaba Group Holding (05843.HK)$ $Futu Holdings Ltd (FUTU.US)$ $TENCENT (00700.HK)$ $BABA-W (09988.HK)$ $JOYY (YY.US)$
56
8
3
Kahala2021
liked
Semiconductors, automobiles and the potential for tie-ups between the two industries took the spotlight in the tech sector with seemingly everyone from $Apple (AAPL.US)$ to $Qualcomm (QCOM.US)$ getting behind the wheel this week.
Let's start with $Apple (AAPL.US)$ which said...Absolutely nothing. But, reports that the company has developed a semiconductor "breakthrough", and will produce a fully autonomous electric car within four year were enough to send just about everyone wondering what companies might benefit from Apple putting a so-called "iCar" on the road.
Other chip companies involved into automotive industry actually did have a lot to say during the week. One of those was $NVIDIA (NVDA.US)$, which got a big boost on Wall Street following its better-than-expected earnings report. Nvidia (NVDA) also said it was still pushing ahead with efforts to acquire British chip-technology company Arm Holdings despite more governmental inquiries into the proposed $40 billion acquisition.
$Qualcomm (QCOM.US)$ wouldn't be outdone, as it said it secured a deal to provide its chip technology to BMW for a new generation of the automakers self-driving cars. Qualcomm Chief Executive Cristiano Amon also touted the company's automotive plans as part of its efforts to diversity into new industries for its chip products.
If that wasn't enough, $General Motors (GM.US)$ also said it was working with Qualcomm and other chipmakers to supply semiconductors for its vehicles in an effort to get around chip industry supply shortages.
Back to Apple for a moment. Chief Executive Tim Cook said Apple employees should plan on returning to the office, at least part time, on February 1. Apple also started up a new service program that will let consumers perform their own repairs on some Apple products.
Streaming TV companies weren't being quiet this week, either. $Netflix (NFLX.US)$ unveiled a new website where it will show its top-rated TV shows and movies every week.
$Disney (DIS.US)$ said it is raising the price of its Hulu Live TV service by $5 to $69.99 a month, but will include ESPN+ and Disney+ as part of the streaming package.
$Roku Inc (ROKU.US)$ took a hit after analyst Michael Nathanson cut his rating on the company's stock to sell due to slower advertising growth on the Roku Channel. There were also reports that Roku is developing more than 50 original shows for the Roku Channel.
After a bidding war between some of the largest TV broadcasters and streamers, $Comcast (CMCSA.US)$managed to renew its deal to carry games of the English Premier League for another six years.
For people who use $Uber Technologies (UBER.US)$ a lot, the ride-sharing leader unveiled its new Uber One program where, for a monthly or annual fee, subscribers can get discounts on ride and free food and grocery delivery from Uber Eats.
Let's start with $Apple (AAPL.US)$ which said...Absolutely nothing. But, reports that the company has developed a semiconductor "breakthrough", and will produce a fully autonomous electric car within four year were enough to send just about everyone wondering what companies might benefit from Apple putting a so-called "iCar" on the road.
Other chip companies involved into automotive industry actually did have a lot to say during the week. One of those was $NVIDIA (NVDA.US)$, which got a big boost on Wall Street following its better-than-expected earnings report. Nvidia (NVDA) also said it was still pushing ahead with efforts to acquire British chip-technology company Arm Holdings despite more governmental inquiries into the proposed $40 billion acquisition.
$Qualcomm (QCOM.US)$ wouldn't be outdone, as it said it secured a deal to provide its chip technology to BMW for a new generation of the automakers self-driving cars. Qualcomm Chief Executive Cristiano Amon also touted the company's automotive plans as part of its efforts to diversity into new industries for its chip products.
If that wasn't enough, $General Motors (GM.US)$ also said it was working with Qualcomm and other chipmakers to supply semiconductors for its vehicles in an effort to get around chip industry supply shortages.
Back to Apple for a moment. Chief Executive Tim Cook said Apple employees should plan on returning to the office, at least part time, on February 1. Apple also started up a new service program that will let consumers perform their own repairs on some Apple products.
Streaming TV companies weren't being quiet this week, either. $Netflix (NFLX.US)$ unveiled a new website where it will show its top-rated TV shows and movies every week.
$Disney (DIS.US)$ said it is raising the price of its Hulu Live TV service by $5 to $69.99 a month, but will include ESPN+ and Disney+ as part of the streaming package.
$Roku Inc (ROKU.US)$ took a hit after analyst Michael Nathanson cut his rating on the company's stock to sell due to slower advertising growth on the Roku Channel. There were also reports that Roku is developing more than 50 original shows for the Roku Channel.
After a bidding war between some of the largest TV broadcasters and streamers, $Comcast (CMCSA.US)$managed to renew its deal to carry games of the English Premier League for another six years.
For people who use $Uber Technologies (UBER.US)$ a lot, the ride-sharing leader unveiled its new Uber One program where, for a monthly or annual fee, subscribers can get discounts on ride and free food and grocery delivery from Uber Eats.
306
9
3
Kahala2021
liked
$Microsoft (MSFT.US)$ $Amazon (AMZN.US)$ $Oracle (ORCL.US)$ $Alphabet-C (GOOG.US)$ The Pentagon announced it has issued formal solicitations to Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOG), and Oracle (ORCL) for a multibillion-dollar cloud-computing contract to replace the JEDI procurement, which became mired in litigation between Microsoft and Amazon and objections from Congress.
26
Kahala2021
liked
$TENCENT (00700.HK)$ good for long term growth
7
Kahala2021
reacted to
$Alibaba (BABA.US)$ to the moooon
4
1
Kahala2021
liked
For beginners, placing an order sometimes can be a difficult task.
In this video, we will guide you on how to place a market/limit order.
Follow us for more tutorials.
For more guides, please refer to moomoo courses at https://live.moomoo.com/college
Have fun with your financial journey on moomoo!
$AMC Entertainment (AMC.US)$ $Tesla (TSLA.US)$ $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Nasdaq Composite Index (.IXIC.US)$
In this video, we will guide you on how to place a market/limit order.
Follow us for more tutorials.
For more guides, please refer to moomoo courses at https://live.moomoo.com/college
Have fun with your financial journey on moomoo!
$AMC Entertainment (AMC.US)$ $Tesla (TSLA.US)$ $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Nasdaq Composite Index (.IXIC.US)$
6131
6909
1070
$Alphabet-A (GOOGL.US)$ buy on weakness. good moat
3
2
1