BABA Rallies on David Tepper, China Rescues Housing Market, Ping An Divesting HSBC
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- Опубліковано 21 вер 2024
- 4:51 BABA Rockets 7% in US market with Super Investors Boarding
15:32 China Market Data Updates, Super QE on Property
25:46 HSBC and Ping An can still Buy?
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4:51 BABA Rockets 7% in US market with Super Investors Boarding
15:32 China Market Data Updates, Super QE on Property
25:46 HSBC and Ping An can still Buy?
***All content here are for Education and Entertainment only***
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In terms of China tech I hold Baba, Lenovo, Meituan,IGG, Wecon holdings, Xiaomi, AAC technologies, JD logistics,
nice!
I am holding baba but not used to seeing this kind of optimism, and although I think baba did ok for certain reporting, I feel that they still have a lot to work and prove.
yes a lot of work to do and the new management eddie must show that growth in e-commerce and cloud can go back to growth in 2nd half
next Q i expect maybe 8% growth follow by 10% growth in Q3/Q4
Chicken sold BABA at 85, wow, he afraid that it not coming from 69 to 100 in one straight line. Maybe it will revisit 75 or before it is going to 100 and in this case he is a genius.
Jai Hind. I still get Blurry vision. Baba rocket can hardly reach my cost price
For some of us it will take a longer time hehe
Take care Master! Have a good rest over the weekend!
thank you have a good weekend too huat ah
Hi ML, thanks for your videos with good content.
Whats your thought of analysing and picking up some HK stocks based on Hogh ROE (>15%), Low debt (5%).....filtered in AAstocks.
cannot like that use screener, must dig deeper to the companies... example u might find companies with 11% dividend yield chow tai fook but its a special dividend due to the gold boom
u can find 9.5% yield and big discount to book and low debt like hang lung properties but its very risky as its most luxury malls
i prefer to look at the business first than look at the numbers secondary... i look for great business then see if their are under or over valued
Baba almost pass $90… my feeling it can hit $100 by end of month
120-150 by year end should be possible try think longer term cheers
@@MasterLeong888 my avg price 200. I already wait 3.5 years. Thanks
@@ChandraChandra-er7nf my avg price also $200 cause i got hit by margin calls, we on same boat lol
but my other stocks like JD SE Ping An help me earn back a lot, try spread a bit lor
@@MasterLeong888 master i trauma to put money on stock. Last week i just purchase 100k to sg reits
No master leong today? sad.
master down with covid gg
ML, Is there an ETF for me to buy into a basket of China banks?
there was 3143 hk but now no more already
Wonder if he also bought Tencent through the Hong Kong market
No idea hk exposure he no need declare but he bought FXI which is higher cost in expenses instead of hk etf which is lower cost so i would guess he not using hkd but mostly usd only
ML, what would be price range to sell Ping An
up to u, fair value is between 1 times book $55 to 1 times EV $70
Ping An is good for dividend.. and gives your portfolio stability. Warren buffet has alot of insurance companies which he hold all the way.
I still need 111 to be blue after 3 years holding from first 250$ buy
Only thing that went blue in my Life were my ballz, but 70% BABA position is in the greens.
Hope you get out of the blue and never go back 😅
by year end easily 120-150 no worries