Lonewolfcow
voted
China stocks are back in action! 🚀 After a big political meeting, next year’s game plan is clear: more fiscal spending and easier monetary policy. Sounds big, right? The last time we saw this kind of "double easing" was 2008—feels like déjà vu! 🕰️Today’s market was a mixed bag though—so where’s the momentum heading next? 🤔
Here’s the gist:
1️⃣ Boost consumer spending (yes, they’re serious about it)
2️⃣ Push tech innovation and industrial upgrad...
Here’s the gist:
1️⃣ Boost consumer spending (yes, they’re serious about it)
2️⃣ Push tech innovation and industrial upgrad...
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Lonewolfcow
commented on
$BIDU-SW (09888.HK)$
This stock easy to make money, buy low & sell high! Buy below 83 should be safe if buy above 88 will go to heaven.
This stock easy to make money, buy low & sell high! Buy below 83 should be safe if buy above 88 will go to heaven.
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$Freelancer Ltd (FLN.AU)$
does it need cash ? No! its cashflow positive generating about 4 mil per year ~20mil in the bank!
tailwinds? where is EPS growth going to come from?
The biggest of all: 1: Ai.
2: a very smart founder who has spoken about stock buybacks. continues to buy himself. check hes youtube channel.
Quality of digital services offered are industry leading & solves problems… Freelancer , escrow & loadshift are all good things for people around the worl...
does it need cash ? No! its cashflow positive generating about 4 mil per year ~20mil in the bank!
tailwinds? where is EPS growth going to come from?
The biggest of all: 1: Ai.
2: a very smart founder who has spoken about stock buybacks. continues to buy himself. check hes youtube channel.
Quality of digital services offered are industry leading & solves problems… Freelancer , escrow & loadshift are all good things for people around the worl...
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Lonewolfcow
commented on
$Resonance Health Ltd (RHT.AU)$
enter a world where all pharma products need to be independently tested. in-house unacceptable thanks to Covid backlash. This is a gem, timing is right
enter a world where all pharma products need to be independently tested. in-house unacceptable thanks to Covid backlash. This is a gem, timing is right
$MLG Oz Ltd (MLG.AU)$
with quicker access to 1200 staff and NTA of $1 of newer trucks & equipment one of the bigger mines or a newer mine ready to scale in WA WILL BE attempting to Take this over trading at pe of 7. Probably within the next 12 months
should be trading at $3 really given the endless demand in WA
with quicker access to 1200 staff and NTA of $1 of newer trucks & equipment one of the bigger mines or a newer mine ready to scale in WA WILL BE attempting to Take this over trading at pe of 7. Probably within the next 12 months
should be trading at $3 really given the endless demand in WA
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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