Glad U R back in these streets consistently

If I am not wrong Alibaba is already paying a 1.3% yield on equity which is higher than the coupon rate. If you want to take a bet, equity is more attractive than the bond given the price had fallen below HKD 73. I see no cow sense unless you want the safety of higher hierarchy of claim. Then again if you find the company in risk of a default, a 0.5% coupon doesn’t compensate the risk taken. A fair range for pure vanilla Chinese issue bond for 7 years should be around 7-9% annually minimum. 2c worth, dyodd 🙏. Lone Wolf Investor.

Temu had their ad runing on youtube in US and Canada like crazy . Not to mention the incentive and discounts offered for the first time users. Their run may be short lived. One think to note is how well Temu website works in showing you products as per your search and related products ; which Aliexpress completely disappoints in . I hold shares of BABA but I got to admit , Temu is much more user friendly , close to Amazon in shopping experience.

Your chart is factually wrong, where is the ottoman empire. In 1000 it was the largest economy of western civilization

Chinese government has been opening up since the 90s, but thanks to you know who, it's rolling back its reform. You can verify this with various independent sources, even ChatGPT 4.0 if you have access to it.

You miss out on NVDA, LULU, Chipotle and India ETF for Chinese losers.

Tencent stock has gone from about HK$270 earlier this year to HK$382 today (Jun 17, 2024). Of course Adam Khoo is quietly hoping everyone will forget about this episode.

Simple. If you are WITH AI, you are making money. If you are SKEPTICAL on AI, you missed the bull run 😂😂😂

How u become so rich at such a young age?

Nice of your date that u all go on dutch! Keeper!

fuckin alibaba

please share all excel thanks

The Chinese government screwed you with Alibaba. The stocks don't go up. That's why nobody wants to invest in China.

I'd buy more ETFs and less individual stocks if I were you.

Maybe the effort spent on stock picking might be better used on timing. Timing the index well can lead to bigger returns then picking the right stock at the wrong time

BTC can disregard techincals when in a bull, did that in 2020 when it crossed previous ATH... stayed there a few weeks and continued pumping like crazy to 60k. Also, there is one constant... when around 90 on monthly RSI, the end is near. And don't expect crazy price targets of 500k... expect around 100k at most and be happy if there's more after that. If you believe big boys and CEO's of big invesment firms saying targets like 1M this cycle.. you deserve to be their exit liquidity..It's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3B'tc to a decent 21B'tc in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

The empire grows.

Take a look at Pepsi. It has gone down a lot, retracing at least 1 year of gain. Probably an over correction. Not an exciting stock and even if price gain back up, it is probably going to be around 8 to 12%. Experiment with short term play as well. It can only enhance your experience.

Anyone can use a spreadsheet and show off their portfolio. try harder chi keng.

Forget about BABA, it’s a waste of time. Just do US stocks and follow the trend.

Good job....!!

I think if you are looking at Xiaomi as a tech stock, you should look at BYD too.

chicken and baba are done

Whats your outlook on chinese stocks ? Im down any hope ? You live there you are the man to know tay

2 super good companies are enough for a capital of a measly 100k 🤦🏼‍♂️

U could have had at least 50% portfolio on meta.. too bad you are this diversified with such small capital. Not wise at all, especially when you haven’t notice it now.

youre way too diversified

what is your opinion about Kweichow Moutai? i'm currently monitoring this stock. its price has been dropped but fundamental is still attractive

Elaborate "Chinese Banks" a little better, please.

think the quote was... "you never go broke taking profits."

That's still a lot of greens... Those that are down may rally in the future

Very impressive! Even though at such a young age, still able to achieve portfolio of quite a heavy weight 👍

Hi, great sharing. How do we determine our savings rate, in relation to calculating the years to financial independence? I.e. what do we mean when we have a savings rate of 50%?

Bought more today at 73.84, my average price is 76.16 now, anything below 75 is a bargain, and below 70 is a no brainer (my lowest purchase was 68.68). Dividens, special dividend, shares buybacks, forward PE below 8. Theres nothing wrong with this company, is just the mainstream negative narrative towards China, and I've learned mainstream narrative is always wrong, this past decade they were wrong with commodities, base and precious metals, oil and gas, so if they say China is bad business, then for a value investor thats a buy signal.

its like a long term call option, if you get the "strike" price you convert the bonds with a profit (at least 30%), else you get your principal back and your cost was inflation (because 0.5% annually means losing some % to inflation, optimistically inflation will be 3% over the next couple years, so your cost if 2.5% annually)

please share all excel thanks

this is an extremely valuable analysis. Thanks! Would love a dive into Chinese banks/Fin institutions like Ping An as well!

How much dividened do you collect, say you have 100 shares

Very interesting remarks, thanks Chi Keng.

Stay out of CN stocks😂

any thoughts on weibo?

BBG Electronics is #1 global cellular holding company

Yzj shipbuilding is the no1 chinese stock listed in sgx. Better than all these tech cos

Pdd is fishy and sketchy and so are the level of things they sell. Maybe books are cooked too. We’ll see

TENCENT BIG DOG. WENDY THE BEST AMERICAN RESTURANT FOR ME.

Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 2.1BTC to a decent 15B TC in the space of a few weeks... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..

Your explanation is concise and practical. However, the market can be manipulated in many ways. I had an early understanding of trading crypto assets but was limited by my technical analysis skills. That changed when I discovered Linda Wilburn’s strategy. Day trading should be given more attention as it is less affected by the market's unpredictable nature.

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one biggest uncertainty is there is an uncertainty

I agree Tencent MOAT is very strong I also think maybe some people fear the regulation on gaming but the CPC shows they normally regulate once and than leave alone.