SourLemon
voted
$Alibaba (BABA.US)$
Big Trouble in Little Chinese Markets
Alibaba and most of the chinese equities experienced a sell-off with the rest of the world markets over the past few weeks. Chinese economic data just doesn't seem to be pleasing investors. Any stimulus measure from the chinese government is not being met with a positive reaction in the markets.
Many companies in the US and China are calling for a tough road ahead for the rest of the year, and the market is about to ...
Big Trouble in Little Chinese Markets
Alibaba and most of the chinese equities experienced a sell-off with the rest of the world markets over the past few weeks. Chinese economic data just doesn't seem to be pleasing investors. Any stimulus measure from the chinese government is not being met with a positive reaction in the markets.
Many companies in the US and China are calling for a tough road ahead for the rest of the year, and the market is about to ...
![BABA's Technical Update](https://ussnsimg.moomoo.com/feed_image/70107943/d63b8764db46306281828c864d41e847.jpg/thumb)
![BABA's Technical Update](https://ussnsimg.moomoo.com/feed_image/70107943/8f72e6e9ad173ab48c89bc75fd025089.jpg/thumb)
![BABA's Technical Update](https://ussnsimg.moomoo.com/feed_image/70107943/34297a0865943e4bbdef6d2ab3d7f3b6.jpg/thumb)
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Nice dca
SourLemon
reacted to
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SourLemon
voted
[Rewards] Microsoft shines in fourth-quarter earnings, driven by solid growth in the cloud.
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KEY Figures:
● Revenue was $56.2 billion and increased 8% YoY (year-on-year), vs. $55.5 billion as expected by Refinitiv. Specifically, revenue in Intelligent Cloud was $24.0 billion and increased 15% YoY.
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Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Revenue was $56.2 billion and increased 8% YoY (year-on-year), vs. $55.5 billion as expected by Refinitiv. Specifically, revenue in Intelligent Cloud was $24.0 billion and increased 15% YoY.
● Net income was $20.1 billion with an increase of 20%, and the...
![Microsoft Q4 FY23 Earnings Highlights](https://ussnsimg.moomoo.com/77777008/editor_image/422a892e3ca63173ae3fb27faf71dea8.png/thumb)
![Microsoft Q4 FY23 Earnings Highlights](https://ussnsimg.moomoo.com/77777008/editor_image/9bf3c70c4baf37aeaca14797464c0bcd.jpg/thumb)
![Microsoft Q4 FY23 Earnings Highlights](https://ussnsimg.moomoo.com/77777008/editor_image/f694786f4e0139edbed3c95d7b371940.png/thumb)
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SourLemon
commented on and voted
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SourLemon
voted
The price chart of $PayPal (PYPL.US)$ does not look nice.
If you invested in the stock 5 years ago, chances are all the capital gains accrued would have now been a lost.
So is this the end of Paypal stock?
Here are some points to take note of.
1. Resulst are actually good due to huge growth in operating income
GAAP revenue grew 9% YoY to USD 7.04 billion. But the real highlight here is the operating income growth, which surged 41% to USD ...
If you invested in the stock 5 years ago, chances are all the capital gains accrued would have now been a lost.
So is this the end of Paypal stock?
Here are some points to take note of.
1. Resulst are actually good due to huge growth in operating income
GAAP revenue grew 9% YoY to USD 7.04 billion. But the real highlight here is the operating income growth, which surged 41% to USD ...
![Paypal - You are losing money after 5 years as an investor?](https://sgsnsimg.moomoo.com/102263458/editor_image/b0321c6535d9343aa154936485460219.png/thumb)
![Paypal - You are losing money after 5 years as an investor?](https://sgsnsimg.moomoo.com/102263458/editor_image/7bec70c7d3033dbdb9dfc97227adad9b.png/thumb)
![Paypal - You are losing money after 5 years as an investor?](https://sgsnsimg.moomoo.com/102263458/editor_image/69afccb6e3c5365ca16c23cc0f77f494.png/thumb)
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SourLemon
voted
$NIO Inc (NIO.US)$ Nio said to be exploring secondary listing In Singapore amid Hong Kong delay, Singapore lost the chance that $Sea (SE.US)$ and $Grab Holdings (GRAB.US)$ listed there, can he wait for Nio?
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SourLemon
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Today's stock market adjustment is not news anymore, Weya's tax payment is the big news. The national dilemma reflected by Weya's tax payment is the most important.
Actually, it's just four words, financial tightness.
The tax avoidance method used by Weya is the mainstream tax avoidance method nowadays, including how Fan Bingbing was taxed back then. If you are familiar with tax planning, you should know that it is done by setting up a shell company to convert high income into assessed tax. With such an operation, the final profit of 100 million yuan may only be subject to a tax of 5 points. In contrast, if it is reported honestly, corporate income tax and personal income tax will be about 45 points.
Who has a bad relationship with money? Normal people would not go through the hassle of filing 45 tax points. Apart from the salaries of corporate executives on the surface. The reason why there were no issues before but now there are problems is because the country is implementing the policy of common prosperity, trying to reclaim the tax avoidance money from the high-income groups.
Do you think Viya broke the law? Certainly, she did break the law, but before it was just brushed off as a minor issue, with no one reporting and no officials investigating. But things are different now, as there is the will to target the wealthy, especially those in the influential fields like livestreaming. It used to be movie stars, now it's live streaming influencers. With the society, both domestically and internationally, cracking down on the wealthy, even though the poor may not benefit monetarily, they are very happy to watch the drama unfold.
So, how does this common prosperity relate to stock market investments? The connection is significant. You need to see the country's determination for common prosperity, what are they emphasizing?
Fairness! Fairness! Damn fairness!
So in the future, there are many industries whose prospects have been cut down by the national policy of fairness. Especially internet-platform companies that have used traffic to generate wealth, such as Alibaba, Douyin Toutiao, and Meituan.
Among these platforms, who is the smartest? It's the Douyin Toutiao system.
I'll explain so you understand. If you haven't watched Douyin videos, you might have heard of this account, Zhang. In just a few months, he has gained tens of millions of fans by filming rural life. Even the People's Daily has made a special comment on it. Some say it's because of his professional filming techniques, while others say that people are tired of the glamorous city life and long for the countryside.
You're all wrong.
This is the most obvious case under the national strategy of common prosperity. The goal is to create opportunities for the grassroots. Only when the grassroots have opportunities, can they represent the majority of ordinary people and have the chance to become the next Zhang. Douyin really understands the national policies, supporting poverty alleviation, rural assistance, and grassroots short video entrepreneurship. In the future, there will be a large number of Zhang-type entrepreneurs supported, showcasing various opportunities and lives in rural areas with tremendous traffic. If you happen to be a short video entrepreneur or live-streaming e-commerce, you should see this trend. This is the policy orientation conveyed by the will of the nation. It is the best trend to start a business in rural areas in the future. Whether it is rural e-commerce or ecological tourism, these are all good directions for the future.
But the will of the nation also requires banks to reduce the yield of fixed-income products and promote comprehensive popularization of equity assets. This is also a method of common prosperity. Only when ordinary people have the opportunity for wealth growth, can this society be healthy. It's not about the rich getting richer through stock market investments, while ordinary people cannot see opportunities.
To grasp the opportunities that belong to you in the next 20 years, one must have a deep understanding of the national policy of common prosperity. At the same time, one must also consider: is it reasonable that Viya's income is in the tens of billions, yet her tax burden ratio is lower than people earning a few thousand in salary?
Is this reasonable?
Okay, let's briefly discuss these topics. If you're interested, we can talk about how the policies of the same world, the capital, and the country can bring us change in the future. $TENCENT (00700.HK)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$
Actually, it's just four words, financial tightness.
The tax avoidance method used by Weya is the mainstream tax avoidance method nowadays, including how Fan Bingbing was taxed back then. If you are familiar with tax planning, you should know that it is done by setting up a shell company to convert high income into assessed tax. With such an operation, the final profit of 100 million yuan may only be subject to a tax of 5 points. In contrast, if it is reported honestly, corporate income tax and personal income tax will be about 45 points.
Who has a bad relationship with money? Normal people would not go through the hassle of filing 45 tax points. Apart from the salaries of corporate executives on the surface. The reason why there were no issues before but now there are problems is because the country is implementing the policy of common prosperity, trying to reclaim the tax avoidance money from the high-income groups.
Do you think Viya broke the law? Certainly, she did break the law, but before it was just brushed off as a minor issue, with no one reporting and no officials investigating. But things are different now, as there is the will to target the wealthy, especially those in the influential fields like livestreaming. It used to be movie stars, now it's live streaming influencers. With the society, both domestically and internationally, cracking down on the wealthy, even though the poor may not benefit monetarily, they are very happy to watch the drama unfold.
So, how does this common prosperity relate to stock market investments? The connection is significant. You need to see the country's determination for common prosperity, what are they emphasizing?
Fairness! Fairness! Damn fairness!
So in the future, there are many industries whose prospects have been cut down by the national policy of fairness. Especially internet-platform companies that have used traffic to generate wealth, such as Alibaba, Douyin Toutiao, and Meituan.
Among these platforms, who is the smartest? It's the Douyin Toutiao system.
I'll explain so you understand. If you haven't watched Douyin videos, you might have heard of this account, Zhang. In just a few months, he has gained tens of millions of fans by filming rural life. Even the People's Daily has made a special comment on it. Some say it's because of his professional filming techniques, while others say that people are tired of the glamorous city life and long for the countryside.
You're all wrong.
This is the most obvious case under the national strategy of common prosperity. The goal is to create opportunities for the grassroots. Only when the grassroots have opportunities, can they represent the majority of ordinary people and have the chance to become the next Zhang. Douyin really understands the national policies, supporting poverty alleviation, rural assistance, and grassroots short video entrepreneurship. In the future, there will be a large number of Zhang-type entrepreneurs supported, showcasing various opportunities and lives in rural areas with tremendous traffic. If you happen to be a short video entrepreneur or live-streaming e-commerce, you should see this trend. This is the policy orientation conveyed by the will of the nation. It is the best trend to start a business in rural areas in the future. Whether it is rural e-commerce or ecological tourism, these are all good directions for the future.
But the will of the nation also requires banks to reduce the yield of fixed-income products and promote comprehensive popularization of equity assets. This is also a method of common prosperity. Only when ordinary people have the opportunity for wealth growth, can this society be healthy. It's not about the rich getting richer through stock market investments, while ordinary people cannot see opportunities.
To grasp the opportunities that belong to you in the next 20 years, one must have a deep understanding of the national policy of common prosperity. At the same time, one must also consider: is it reasonable that Viya's income is in the tens of billions, yet her tax burden ratio is lower than people earning a few thousand in salary?
Is this reasonable?
Okay, let's briefly discuss these topics. If you're interested, we can talk about how the policies of the same world, the capital, and the country can bring us change in the future. $TENCENT (00700.HK)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$
Translated
![The will and dilemma of D reflected from Wei Ya's mistakes.](https://ussnsimg.moomoo.com/1640128447457-103013592-android-org.png/thumb)
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SourLemon
liked
SourLemon
liked
This documents my current observations, research and analysis of Chinese tech stocks and how the speculators are using various instruments to impact on the pricing of the share price of Chinese tech stocks like Alibaba, Tencent, Meituan, JD, Xiaomi, Kuaishou Tech, Bilibili, Za Online, Trip.com, Pinduoduo, etc. I have also laid out some predictions on what could potentially happen in 2022. However, in the battle of two systems like US and China, the exact impact on pricing is extremely tough as sentiments sway the price rather than real fundamental value affect the share price. So all in all, I personally manage my portfolio on a portfolio management basis to manage my risks.
my YouTube video link:
https://www.youtube.com/watch?v=TCBmvV2MNvA
Do subscribe and like my youtube channel so that you can be updated on quality research and analysis. Thanks for your support!
$Alibaba (BABA.US)$ $Meituan(ADR) (MPNGF.US)$ $TENCENT (00700.HK)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $PDD Holdings (PDD.US)$ $ZA ONLINE N2507 (40304.HK)$ $XIAOMI-W (01810.HK)$ $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ $UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $JD HEALTH (06618.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $KUAISHOU-W (01024.HK)$ $Haier Smart Home (600690.SH)$ $Lenovo (05562.HK)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $KE Holdings (BEKE.US)$ $HKE HOLDINGS (01726.HK)$
As always, this should not be construed as any investment or trading advice.
my YouTube video link:
https://www.youtube.com/watch?v=TCBmvV2MNvA
Do subscribe and like my youtube channel so that you can be updated on quality research and analysis. Thanks for your support!
$Alibaba (BABA.US)$ $Meituan(ADR) (MPNGF.US)$ $TENCENT (00700.HK)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $PDD Holdings (PDD.US)$ $ZA ONLINE N2507 (40304.HK)$ $XIAOMI-W (01810.HK)$ $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ $UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $JD HEALTH (06618.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $KUAISHOU-W (01024.HK)$ $Haier Smart Home (600690.SH)$ $Lenovo (05562.HK)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $KE Holdings (BEKE.US)$ $HKE HOLDINGS (01726.HK)$
As always, this should not be construed as any investment or trading advice.
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