@pandawatch88 Thanks I appreciate your thoughts. Are you following Nancal Tech 603859?
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Andreas
3.2K posts
Andreas
@NegativeConvex
Investing professionally
Manhattan, NY Katılım Mart 2021
2.4K Takip Edilen598 Takipçiler
@NegativeConvex tried sieyuan earlier this year but sold it once i saw i was not making money
open to try again if the line goes up. there is demand for the product, but given AI connection it trades on vibes
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man what a roundtrip for the Chinese electrical equipment players. Sector posterchild Sieyuan already negative for the year.
People didn't like the Q1, and didn't like the Q2 last week.
Still at 37x PE (vs 22x for Nari) benefiting from the electrification capex upcycle both domestically and internationally. Absent vibes, more of a mid 20s name (solid ROE 20% too).
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"The market's got it wrong"
-Jensen Huang on ServiceNow $NOW
TrendSpider@TrendSpider
"I'd like service and I'd like it $NOW" Bulls 🤝 Karens
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@pandawatch88 Do you like the stock here ? Thank you appreciate your thoughts
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Tencent share price is up 25%...
...since Jan 2020 pre-Covid.
Thats 6.5 years ago.
Chinese leadership want a slow bull, Tencent is delivering.
The math?
-Net income up from usd12bn FY19 to usd34bn LTM
-PE derated from 35x to 15x
-Share count down 6%
Sometimes things are worth 35x, sometimes 15x. Just ask Microsoft.
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@Biotech2k1 A robotic stock in China had a breakthrough today hence the follow up from similar stocks
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@real_MikeBarnes @RockBtmEntries Hi man. I see you mention him a couple of times, who is Armstrong?
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@RockBtmEntries This is what Armstrong had to say...
"This is NOT a time to assume the bull market is over. Markets function like a pendulum. Moving to one extreme creates the energy for the swing back in the opposite direction."
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Silver is testing 45+ year price support.
Peak pessimism around a hawkish Fed.
The market is pricing in hikes that look unlikely to materialize.
Conditions are ripe for a major reversal.
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Biotech stocks are ripping to new highs, so we went through every biotech chart and shared the top 15 setups.
Check it out👇🏽
allstarcharts.com/all-star-chart…
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@AnasMallick @Kamranmubashir Thank you for all you do Anas, truly appreciate it!
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@Kamranmubashir I am here and Iranian journalists are not, I am inside the resort sir.
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The narrative of one delegation or the other "leaving" is just not true -- Talks between US and Iran continue to progress at a steady pace with the mediation and facilitation of Pakistan and Qatar here in Burgenstock at the resort.
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Despite the announced closure of the Strait of Hormuz by the Iranian Islamic Revolutionary Guard Corps-Navy (IRGC-N), vessel traffic appears to be continuing, with several vessels using both the Iranian and U.S. announced traffic separation schemes.
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@factor_members The 101.32 answers my question Sir thank you, I can build from here myself. Just trying to learn, haven’t asked for real time signals
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@factor_members Could you please share with us the levels you are looking at higher levels ?
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@factor_members Okay so that means you will go long only on a breakout confirmation correct?
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@factor_members Hi Sir. If you would have to take a side here, what would it be, long or short?
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@TheUltItGirl @celestialbe1ng Why does your profile picture look like V?
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night out in NYC wearing Tomasz Starzewski, a Polish fashion designer who dressed Princess Diana (I stole the jacket from my sister) 🇵🇱
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@gui_zanin_ @agturbobrazil Hello friend. How do you view the Brazilian market going forward? Maybe good opportunity?
Thank you
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O maior risco do investidor brasileiro não é dólar, Fed ou recessão.
É achar normal ter 90%+ do patrimônio em Brasil.
Um estudo interessante da XP mostrou que, nos últimos 10 anos:
100% Brasil = menor retorno + maior volatilidade da carteira
100% global = maior retorno + menos volatilidade
Esse gráfico é um tapa na cara do home bias.
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The money flushed out from HK large caps, regardless of sector, over the past 4-6 weeks is extraordinary. From internet to materials to healthcare to EVs to HK properties.
Only CATL and SMIC and the banks hold. Tencent broke the trend too recently on wechat AI vaporware. Inclined to fade.
All this cash going to buy hardware in Chinext, and punt on Lenovos and melon rockets.
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@SamanthaLaDuc This is a footage of US troops leaving Iraq. Stop spreading fake news
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