Tencent Rebounds: Did You Catch the Bottom?

On January 6, the U.S. Department of Defense added Tencent, CATL, and several other Chinese tech companies to the 1260H list (CMC list). Tencent's stock dropped 10% in the last two trading days. However, supported by the company's stock repurchase, Tencent rebounds 2% today. -------------- Is it a buy under HKD 400? Did you catch the bottom?

Replying to @Shyon:[Like] [ShakeHands]//@Shyon:Come and join yo @GoodLife99 @Fenger1188 @icycrystal @b1uesky
Replying to @Barcode:And happy Friday too you too! 🥂//@Barcode:🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday! Cheers, BC 🍀🍀🍀 @NightMorph
Replying to @Barcode:Lots of upside potential especially with buy backs. I need to learn more about Asian markets before O fully comment. Cheers for the tag BC 🤑🍀😎//@Barcode:🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday! Cheers, BC 🍀🍀🍀 @NightMorph
Replying to @Barcode:You sure now how to entice a Tiger to comment. Duan Yongpingnis a man after my own heart. In reviewing the companies he has invested in, I think that there is plenty of potential for long term growth. It's a smart move, and one that other investors could follow. Prices seem like a bargain atm.//@Barcode:🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday! Cheers, BC 🍀🍀🍀 @NightMorph
avatarBarcode
01-10
🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday! Cheers, BC 🍀🍀🍀 @NightMorph
avatarBarcode
01-10
$TENCENT(00700)$  💡📖 Decoding Duan Yongping’s Investment Philosophy Duan Yongping’s strategic investments in Tencent and Moutai go beyond numbers, they are reflections of a profound investment philosophy rooted in intrinsic value. His alignment with their buyback programmes showcases a belief in these companies’ enduring qualities amidst market noise. Much like his mentor Warren Buffett, Yongping looks past short term volatility to recognise undervalued opportunities with immense potential. His philosophy is a lesson in patience, foresight, and unwavering confidence in quality businesses, proving once again that great investments are built on vision, not speculation. 🌍🎯📊🍀🍀🍀 💼 Duan Yongping on His Tencent and Moutai Investments: • “Just bough
@虎港通:【🎁有獎話題】段永平再次出手購入騰訊與茅臺,其均已進行大手筆回購?你點睇?
avatarBarcode
01-10
Replying to @Shyon:⭐️🌟 Thanks for the 🏷️ Shyon! Cheers, BC 🍀🍀🍀//@Shyon:Come and join yo @GoodLife99 @Fenger1188 @icycrystal @b1uesky
The recent rebound in Tencent's ( $TENCENT(00700)$ ) stock, driven by the company's share repurchase program, might appear tempting at first glance. However, the implications of being added to the U.S. Department of Defense's 1260H list should not be underestimated. While Tencent is currently not on the Commerce Department's sanctions list, the possibility of it happening in the future could lead to severe consequences. Being placed on the Commerce Department's sanctions list would mean U.S. companies would need export licenses to engage with Tencent, significantly limiting its access to crucial American technology and software. This could disrupt supply chains, increase operational costs, and potentially hinder technological innovation at Tence

Time to sell when the graph does a quick dip and bounce back—like a rubber ball on fast-forward!

$BABA-W(09988)$  $PING AN(02318)$  If you see a graph with a quick dip in the opening and an equally speedy bounce back, it might be time to sell! The People's Bank of China (PBOC) announced on its website on the 10th that, given the recent persistent undersupply in the government bond market, it has decided to suspend open market government bond purchase operations starting January 2025. The resumption of these operations will depend on the supply and demand dynamics of the government bond market. The suspension of open market government bond purchases by the People's Bank of China (PBOC) could lead to higher bond yields, which in turn
Time to sell when the graph does a quick dip and bounce back—like a rubber ball on fast-forward!

US Blacklists China Tech Giants Again! What It Means to Be on the List?

$TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$ It’s yet another day with more companies being added to the U.S. blacklist and another U.S drama continue[Onlooker]. This list essentially identifies Chinese companies that the U.S. government [LOL]claims are collaborating with the Chinese military. While it doesn’t impose direct sanctions, it creates significant challenges for U.S. businesses wanting to engage with these companies. [Blush] Among the latest additions is Tencent, one of China’s most prominent internet and gaming firms, which is not traditionally linked to military-civil fusion, unless if US think the Tencent “Call Of Duty Mobile“ is a military training academy LOL. Its inclusion reflects pre
US Blacklists China Tech Giants Again! What It Means to Be on the List?

You can't apply our "SG roti prata" theory in Singapore to analyze China's economy—it operates on an entirely different dynamic.

Alibaba, China Banks, Insurance Companies , and Funky Subsidies: The Fairytale Lure of China’s Stock Market $HSI(HSI)$  $CSI300(000300.SH)$  $Direxion Daily FTSE China Bear 3X Shares(YANG)$  $Direxion Daily FTSE China Bull 3X Shares(YINN)$  $TENCENT(00700)$  This article is written by Shernice, if you like my article, please hit the like button or do a repost.  Some investors are totally smitten with China stocks, especially darlings like Alibaba, Chinese insurance companies and the big 4 Chinese banks. They’re all excited, thinking that 3
You can't apply our "SG roti prata" theory in Singapore to analyze China's economy—it operates on an entirely different dynamic.
The move has nothing to do with doing biz with military l. Once u the Chinese companies  is too successful it will be classified as national security risk 
$Tencent HK SDR 10to1(HTCD.SI)$ Took the leap of faith n bot this after U.S. designates it as a Chinese military company! Trying to ignore all the noises & focus on the fundamentals. Wish me luck. 🙏

Tencent, CATL Say Pentagon's Blacklisting over Chinese Military Ties is a Mistake

TMTPOST -- Two Chinese tech heavyweights called the Pentagon’s new blacklisting due to alleged ties to China’s military a mistake, and pledged to work together with U.S. government to address the mistake. Credit:Xinhua News Agency Tencent Holdings Ltd. said in a statement that the addition to the Pentagon’s blacklist was “clearly a mistake” as “we are not any defense supplier or military company.” “Unlike export controls or other issues, this listing has no impact on our business. Nevertheless, we will work with relevant US authorities to resolve misunderstandings,” the world’s largest video game vendor added. Contemporary Amperex Technology Co. Ltd. (CATL) echoed Tencent’s clarification. The top battery manufacturer for lectric vehicles (EVs) in the world als
Tencent, CATL Say Pentagon's Blacklisting over Chinese Military Ties is a Mistake
avatarHumbly
01-07
I opened $TCH.HK 20250328 380.00 PUT$  ,Selling a put as I believe the selling of tencent  as a result of its inclusion by the US among companies aiding the US military is overdone. The Chinese government will likely do what it can to support Chinese companies that is aiding it's military if the allegations by the US government is true. To me, the lower price presents a good adding opportunity 

How Trip.com became a better choice in Chinese stocks?

$Trip.com Group Limited(TCOM)$ announced Q3 earnings before the market on Nov 18th and rose more than 3% in subsequent U.S. trading, and $TRIP.COM-S(09961)$ rose more than 5% on Nov 19th Hong Kong stock open.The market is relatively receptive to its results.The overall performance was good, but the actual outperformance was not significant compared to the company's previously given guidance.Since Ctrip was the Chinese stock with relatively strong overall performance over the past year, investors' expectations were also relatively high.Since domestic demand for alcohol travel is not particularly buoyant at the moment, it is also relatively difficult to expect significant growth on the revenue side, relyin
How Trip.com became a better choice in Chinese stocks?
avataryourcelesttyy
2024-11-17

Can the U.S. Decouple from China Without Paying the Price?

As the U.S. accelerates efforts to decouple from China, the global economy stands at a crossroads. Can the U.S. truly reduce its reliance on Chinese manufacturing and supply chains without significantly raising costs for businesses and consumers? The Decoupling Dilemma Decoupling sounds straightforward—shift supply chains, invest in local manufacturing, and rely on allied nations. But the reality is more complex: Cost Pressures: Products sourced from alternative regions often come at a higher cost due to less-developed infrastructure and higher labor expenses. Time Lag: Building new supply chains takes years, during which businesses risk shortages and production delays. Consumer Impact: Higher costs often translate to pricier goods, fueling domestic inflation—a politically sensitive issue
Can the U.S. Decouple from China Without Paying the Price?

Why do Trump-era tariffs pose a greater threat to China’s economy now?

China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a "bazooka" stimulus from Beijing to revitalize the economy—it’s vital to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and
Why do Trump-era tariffs pose a greater threat to China’s economy now?
avatarlgggg
2024-11-15
Hmm, the next part of AI integration to the business is key to growth. Not sure what will the company strive from this 
avatarWealthSquad
2024-11-15

JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT

We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. $JD.com(JD)$ total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.
JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT