Well said. The CB contains an option, and Alibaba as option issuer has to buy the cash stock as a hedge. In all cases, to me, a long term investor in Alibaba, and in fact, my view is that the valuation of Alibaba overall apparently undervalue its six segments. The spin off of these segments would realize the hidden valuation. In fact, last night, Friday NY, ADR closed above its HK closing, though off the spikes. But, well short term fluctuations are distractions, I take a macro view.
Well said. The CB contains an option, and Alibaba as option issuer has to buy the cash stock as a hedge. In all cases, to me, a long term investor in Alibaba, and in fact, my view is that the valuation of Alibaba overall apparently undervalue its six segments. The spin off of these segments would realize the hidden valuation. In fact, last night, Friday NY, ADR closed above its HK closing, though off the spikes. But, well short term fluctuations are distractions, I take a macro view.
申報：持有平保及阿里巴巴
我也想入平保，現價入可以嗎？
巴巴個位可入？
@@FuSoo-wh7ej40 元以下買
@@prince580177-78 元可考慮，可暫以短線操作，85 元目標，止蝕72 元。中長線股價很視乎他能否在改組後的業務陸續交出成績。
多謝~熊小姐YT片分析，心理上定啲，明白CB的意義
萍姐午安好現收聽你嘅股動萍台節目👍👍👍
萍姐你好，多謝分析❤🎉
萍姐多謝分析，瘦了很多保重身體
多謝關心，其實我體重沒有減少喎❤
谢谢萍姐分享
萍姐，多謝你的分析❤
謝謝萍姐
Thanks Conita😃😃😃Enjoy the weekend.
Thxxx Conita ❤️
Liked and support
Thx Conita
Thanks and CLS🎉🎉🎉
Thanks for your analysis ❤
熊小姐早晨
Thanks for sharing.
Well said. The CB contains an option, and Alibaba as option issuer has to buy the cash stock as a hedge. In all cases, to me, a long term investor in Alibaba, and in fact, my view is that the valuation of Alibaba overall apparently undervalue its six segments. The spin off of these segments would realize the hidden valuation. In fact, last night, Friday NY, ADR closed above its HK closing, though off the spikes. But, well short term fluctuations are distractions, I take a macro view.
Thx Conita. 發CB 合理，但阿里發CB 啲結構性較京東複雜，都係財技之一，阿里巴巴暫祇會短線買賣
早晨COnita
早晨萍姐！繼續持有阿里😊
要好有耐性才赚到Baba錢，不是容易，电商兢争好大，要轉營新亮点A工增長点
多謝熊小姐專業分析YT片，心理上定番啲!
@@winghangma9980同意你的看法，而家要等佢其他業務有收成，但佢經常又留返啲主題，例如分拆，雙重上市（有機會入港股通），所以令投資者好難決定
下星期指數下跌18000點，等待結算時的反彈，坐穩大船迎接波瀾吧🙏
❤
Good Day Conita
Hello Very Nice and Very Love Support Conita Thanks Report Hong Kong Hang Seng index Stocks Down is 18000-16000 in ok Thanks Conita
🎉
👍
希望能知乜人買CB~29/5.完成
萍姐.今日聯想升到砰砰聲，重可以入貨嗎？你係得嘅
阿里京东票据息率咁低点解有人认购呢
票據價格係咪都會有升跌，嗰息咁低，嗰啲機構投資者都唔係傻，畀佢鎖住幾年
今日溝左阿里巴巴均價127,但一買入就跌😢
熊小姐：我認為是入場資金開始减少.股市資金分流.大市向上能量轉弱.16500點是最大成托力
留意資金動向是重要的
🎧
morning, morning, morning
第一時間俾like 🎉🎉
跌穿18,000點后迎接下一個升浪
萍姐。早晨。亞巴去到85蚊本想沽佢蝕萬三蚊比佢，冇走到。怪自己。多謝。
調頭下跌部份原因是傳出佢發票據，等佢回升再沽
聯想真係變數多。中國政府不用佢。中國人對佢冇好感。美國佬又忌佢。真係兩面唔係人。
1157 中聯重科可入?
1157。我剛入$5.87
我認為5.8 -5.9 元可買，起重機、挖掘等需求大，產品升級，預期今年息率有六厘。
🎉🎉🎉🍷🍷🍾👍👍👍😂😂😂
大市下一調？你都😂猜不列？？
熊麗萍小姐。不知道你有心或無意。故作單純。你觀察香港股市。1+1不一定等於二。阿裏巴巴及其他公司發廊所謂五花八門的票據。浪費那麼多精力。最終。想引小股東入局。割你韭菜。
正如先生你所講小股民， 究竟可以有幾多錢畀人割韭菜？ 唔好睇到自己咁大
港元同美元掛鈎.人仔同港元又掛鈎.話無美元買ADR自己股?是什麼邏輯說法?當小市民是經濟白痴！😤😤
下星期再連跌五日，你又會話調整😂，財演只會唱好😅，害人筆錢
股市有升有跌是正常，賭博來的😅，個人認為專家只是補充資訊分析，到最後選擇權仍是自己，利申本人港股去年及今年賺的，不過去年微利，我買公用股及大笨象。
很可悲，現在講股員已不敢講真實境況，衹有唱好，作為我們，希望聽到較為中肯的評論
衹你覺得姐你可以吾聽佢講無人迫你去買呀？
Well said. The CB contains an option, and Alibaba as option issuer has to buy the cash stock as a hedge. In all cases, to me, a long term investor in Alibaba, and in fact, my view is that the valuation of Alibaba overall apparently undervalue its six segments. The spin off of these segments would realize the hidden valuation. In fact, last night, Friday NY, ADR closed above its HK closing, though off the spikes. But, well short term fluctuations are distractions, I take a macro view.