HKEX Stocks Opportunities

2025-09-25

JD: Huge Potential Right Now!

1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\'s launch of a digital assistant "Joyin" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from

JD: Huge Potential Right Now!

8899Nar

2025-09-17

IS IT TOO LATE TO BUY BABA?

$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho

IS IT TOO LATE TO BUY BABA?

Jake_Wujastyk

2025-09-12

HSI: The Undervalued Asset!

Hello everyone! Today i want to share some technical analysis with you!1. $JD.com(JD)$ Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. $Tesla Motors(TSLA)$ Getting closer.Image3. $HSI(HSI)$ $iShares China Large-Cap ETF(FXI)$ $KraneShares CSI China I

HSI: The Undervalued Asset!

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Share them with all Tigers here!","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1666689112000,"userCounts":99,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ddcc60b0deb047dbb13d9231cfe09cc4}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":1,"allowFollow":true,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":5880,"categoryId":"7cf744760f454845a1870a05ea4e151d","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"HKEX Stocks Opportunities","tweetAmount":5880,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":482336141041712,"gmtCreate":1758791571887,"gmtModify":1758794401702,"author":{"id":"10000000000010923","authorId":"10000000000010923","name":"Jake_Wujastyk","avatar":"https://community-static.tradeup.com/news/9ee472b744df01ff6083f6a27baa9d94","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010923","authorIdStr":"10000000000010923"},"themes":[],"title":"JD: Huge Potential Right Now!","htmlText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","listText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","text":"1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","images":[{"img":"https://community-static.tradeup.com/news/087774f655c2e4cc4dd1c098c63ffc96","width":"390","height":"680"},{"img":"https://community-static.tradeup.com/news/9a24b1db18159a3fc68ff722b18c5dd1","width":"593","height":"680"},{"img":"https://community-static.tradeup.com/news/49bb166f146f06325b58b8163790b614","width":"680","height":"537"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":310,"commentSize":0,"repostSize":17,"link":"https://ttm.financial/post/482336141041712","isVote":1,"tweetType":1,"viewCount":4560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":479526919102560,"gmtCreate":1758091715335,"gmtModify":1758093870547,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011074","authorIdStr":"10000000000011074"},"themes":[],"title":"IS IT TOO LATE TO BUY BABA?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho","text":"$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho","images":[{"img":"https://community-static.tradeup.com/news/dac96b7b1ec81375d7e277d26e279cd7","width":"631","height":"679"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479526919102560","isVote":1,"tweetType":1,"viewCount":3394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":477799309766672,"gmtCreate":1757670022684,"gmtModify":1757670949886,"author":{"id":"10000000000010923","authorId":"10000000000010923","name":"Jake_Wujastyk","avatar":"https://community-static.tradeup.com/news/9ee472b744df01ff6083f6a27baa9d94","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010923","authorIdStr":"10000000000010923"},"themes":[],"title":"HSI: The Undervalued Asset!","htmlText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Getting closer.Image3. <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> <a href=\"https://ttm.financial/S/FXI\">$iShares China Large-Cap ETF(FXI)$</a> <a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China I</a>","listText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Getting closer.Image3. <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> <a href=\"https://ttm.financial/S/FXI\">$iShares China Large-Cap ETF(FXI)$</a> <a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China I</a>","text":"Hello everyone! Today i want to share some technical analysis with you!1. $JD.com(JD)$ Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. $Tesla Motors(TSLA)$ Getting closer.Image3. $HSI(HSI)$ $iShares China Large-Cap ETF(FXI)$ $KraneShares CSI China I","images":[{"img":"https://community-static.tradeup.com/news/785a56c0ddd2b241114d96394fae51da","width":"2770","height":"1530"},{"img":"https://community-static.tradeup.com/news/98ac02e1fcdd0a6367ab3ef4fd9c2dba","width":"2770","height":"1530"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/477799309766672","isVote":1,"tweetType":1,"viewCount":5038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":447591452012704,"gmtCreate":1750302776159,"gmtModify":1750303351617,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011074","authorIdStr":"10000000000011074"},"themes":[],"title":"BABA: Buy this Growth Profile at Only 11x NTM PE","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> stock is down 20% from the recent top but:• Cloud revenue growth rate can reach 20% in Q2 (+13% in Q4, +18% in Q1)• China commerce can grow double digit after the solid Q1 and the strong online retail sales in MayYou can buy this growth profile at only 11x NTM PE ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://tigr.link/9ApRRc\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a><a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now</a>","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> stock is down 20% from the recent top but:• Cloud revenue growth rate can reach 20% in Q2 (+13% in Q4, +18% in Q1)• China commerce can grow double digit after the solid Q1 and the strong online retail sales in MayYou can buy this growth profile at only 11x NTM PE ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://tigr.link/9ApRRc\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a><a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now</a>","text":"$Alibaba(BABA)$ stock is down 20% from the recent top but:• Cloud revenue growth rate can reach 20% in Q2 (+13% in Q4, +18% in Q1)• China commerce can grow double digit after the solid Q1 and the strong online retail sales in MayYou can buy this growth profile at only 11x NTM PE ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now","images":[{"img":"https://community-static.tradeup.com/news/d9b66b62f7cc3ef833294614522bb322","width":"598","height":"680"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447591452012704","isVote":1,"tweetType":1,"viewCount":4542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":445303945667112,"gmtCreate":1749719249688,"gmtModify":1749720138483,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011074","authorIdStr":"10000000000011074"},"themes":[],"title":"MY TOP 10 STOCKS FOR 2025 (UPDATE)🧵","htmlText":"These stocks are up +32.4% on average YTD vs +3.0% of S&amp;P500 🤯1) <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> The biggest ecommerce in the world with &gt;$1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: ~$162 (+34%)Image2) <a href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$</a> Stock is up 2X YTD after the unjustified hard sell-off.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$162 (+13%)Image3) <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Meta is my favorite big tech at current prices trading at 27X Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Me","listText":"These stocks are up +32.4% on average YTD vs +3.0% of S&amp;P500 🤯1) <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> The biggest ecommerce in the world with &gt;$1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: ~$162 (+34%)Image2) <a href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$</a> Stock is up 2X YTD after the unjustified hard sell-off.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$162 (+13%)Image3) <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Meta is my favorite big tech at current prices trading at 27X Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Me","text":"These stocks are up +32.4% on average YTD vs +3.0% of S&P500 🤯1) $Alibaba(BABA)$ The biggest ecommerce in the world with >$1T GMV and the biggest cloud services provider in China at 12x Fwd PE. Natan's fair value: ~$162 (+34%)Image2) $TransMedics Group, Inc.(TMDX)$ Stock is up 2X YTD after the unjustified hard sell-off.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$162 (+13%)Image3) $Meta Platforms, Inc.(META)$ Meta is my favorite big tech at current prices trading at 27X Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Me","images":[{"img":"https://community-static.tradeup.com/news/37fd99bac7527e2b1e109666f61bc799","width":"900","height":"654"},{"img":"https://community-static.tradeup.com/news/a77c6adc9fbc36c6220c9f6670eed31e","width":"680","height":"540"},{"img":"https://community-static.tradeup.com/news/9451018bf8ae2cc018a163928c62c056","width":"680","height":"538"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/445303945667112","isVote":1,"tweetType":1,"viewCount":5200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185398225303912","authorId":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4185398225303912","authorIdStr":"4185398225303912"},"content":"I like your 1 pick Alibaba. Down a lot since 2023, which is prior to the latest global AI investment. Jack Ma's BABA is great value for a long position.","text":"I like your 1 pick Alibaba. Down a lot since 2023, which is prior to the latest global AI investment. Jack Ma's BABA is great value for a long position.","html":"I like your 1 pick Alibaba. Down a lot since 2023, which is prior to the latest global AI investment. Jack Ma's BABA is great value for a long position."}],"imageCount":11,"langContent":"EN","totalScore":0},{"id":440156335509584,"gmtCreate":1748486922067,"gmtModify":1748487901048,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011074","authorIdStr":"10000000000011074"},"themes":[],"title":"PDD& BABA: Better Rewards!","htmlText":"1.Despite all the noise numbers tell us that <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> is still gaining market shares in both China and international market.Q1 2025 GROWTH IN CHINA:• <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> +9%• <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> +16% (government incentives boosted)• <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> +15% (GMV probably higher, revenue partially impacted by adv discounts)Q1 2025 GROWTH IN INTERNATIONAL:• If we consider Google trends Temu is outperforming Aliexpress and year over year. • Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. • Same story with an even bigger gap for total App downloads. • Obviously profitability of t","listText":"1.Despite all the noise numbers tell us that <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> is still gaining market shares in both China and international market.Q1 2025 GROWTH IN CHINA:• <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> +9%• <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> +16% (government incentives boosted)• <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> +15% (GMV probably higher, revenue partially impacted by adv discounts)Q1 2025 GROWTH IN INTERNATIONAL:• If we consider Google trends Temu is outperforming Aliexpress and year over year. • Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. • Same story with an even bigger gap for total App downloads. • Obviously profitability of t","text":"1.Despite all the noise numbers tell us that $PDD Holdings Inc(PDD)$ is still gaining market shares in both China and international market.Q1 2025 GROWTH IN CHINA:• $Alibaba(BABA)$ +9%• $JD.com(JD)$ +16% (government incentives boosted)• $PDD Holdings Inc(PDD)$ +15% (GMV probably higher, revenue partially impacted by adv discounts)Q1 2025 GROWTH IN INTERNATIONAL:• If we consider Google trends Temu is outperforming Aliexpress and year over year. • Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. • Same story with an even bigger gap for total App downloads. • Obviously profitability of t","images":[{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440156335509584","isVote":1,"tweetType":1,"viewCount":4826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":436807976849488,"gmtCreate":1747666515047,"gmtModify":1747826972125,"author":{"id":"3556084865069319","authorId":"3556084865069319","name":"InvestKaki","avatar":"https://community-static.tradeup.com/news/536a1f15cd13b340a71a6e08d1b3a102","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556084865069319","authorIdStr":"3556084865069319"},"themes":[],"title":"China No 1 Getting Bigger?","htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> I have been keeping close tabs on this Chinese behemoth for a while now.In the past 3 years, China has been in a rough spot. Its economy is still growing steadily but many investors have grown disillusioned.But DeepSeek in January 2025, rekindled everyone’s interest in the market. And so was I.Tencent recently released its results for 1Q 2025 and I have been hyped!It isn’t even close.Tencent is China’s biggest company at a market capitalisation of US$606 billion. ICBC and Alibaba are only half of Tencent at around US$300 billion each.But the company is thriving.Despite the weak sentiments in China, Tencent’s 1Q 2025 results indicate otherwise.Revenue grew by 13% to RMB 180 billionProfits are up by 14% to RMB 48 billionAnd its hig","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> I have been keeping close tabs on this Chinese behemoth for a while now.In the past 3 years, China has been in a rough spot. Its economy is still growing steadily but many investors have grown disillusioned.But DeepSeek in January 2025, rekindled everyone’s interest in the market. And so was I.Tencent recently released its results for 1Q 2025 and I have been hyped!It isn’t even close.Tencent is China’s biggest company at a market capitalisation of US$606 billion. ICBC and Alibaba are only half of Tencent at around US$300 billion each.But the company is thriving.Despite the weak sentiments in China, Tencent’s 1Q 2025 results indicate otherwise.Revenue grew by 13% to RMB 180 billionProfits are up by 14% to RMB 48 billionAnd its hig","text":"$TENCENT(00700)$ I have been keeping close tabs on this Chinese behemoth for a while now.In the past 3 years, China has been in a rough spot. Its economy is still growing steadily but many investors have grown disillusioned.But DeepSeek in January 2025, rekindled everyone’s interest in the market. And so was I.Tencent recently released its results for 1Q 2025 and I have been hyped!It isn’t even close.Tencent is China’s biggest company at a market capitalisation of US$606 billion. ICBC and Alibaba are only half of Tencent at around US$300 billion each.But the company is thriving.Despite the weak sentiments in China, Tencent’s 1Q 2025 results indicate otherwise.Revenue grew by 13% to RMB 180 billionProfits are up by 14% to RMB 48 billionAnd its hig","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/436807976849488","isVote":1,"tweetType":1,"viewCount":4603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":431008091852880,"gmtCreate":1746257859875,"gmtModify":1746266549646,"author":{"id":"4140594566835972","authorId":"4140594566835972","name":"HoChe","avatar":"https://community-static.tradeup.com/news/80f3d3a2627ce910033fd9e81c64ad7b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140594566835972","authorIdStr":"4140594566835972"},"themes":[],"title":"【市場週期的精確度】散戶必須掌握的利器 2025年4月29日","htmlText":"過去的幾期文章講述了穩定盈利的投資策略，我相信這對於大多數人來講都是最為實用的入市方式，多數人的合理預期應當是能夠抵抗通脹之餘，能夠有長期穩定並且可以預期的超額回報，以實現“慢慢變富”，讓自己不斷提高生活品質，在老年的時候複式效應資產膨脹，再考慮悠閒的退休生活以及財富傳承。這一切都是來自上帝給予我們最有力的財富密碼，不是什麼秘密，就是財富最強大的武器“複利效應”。本欄不是理財頻道，相信大家聽得都多已經很熟悉。一般的保證回報儲蓄產品收益率在3-6%之間，即便不高的收益率放到一般80歲之後財富也是驚人的速度增長，真是活得越久越富有。以巴菲特為模板，我們來看看他的收益率統計：指标 巴菲特（伯克希尔） 标普500指数（含股息） 超额收益1965-2024年（59年） 19.8% 10.2% +9.6%1957-1969年（合伙基金） 29.5% 未披露 显著领先1994-2024年（伯克希尔） 9.6% 约7%-8% +1.6%-2.6%對比保守的儲蓄產品收益率，“普通人”以標普500指數為目標，過去59年收益率每年依然達到10.2%。要知道超過10%的收益率，中國大陸某官員已經以“騙案”來形容，對比中國目前國債十年期收益率僅1.6%，確實已經高得嚇人。如果以美國十年期國債4.16%，標普500指數預期10%收益率，計算過去50年持有黃金年化收益率大概在7%左右，以該三者構建一個投資組合，上文介紹過了達利奧的全天候投資策略，我們得到一個概念就是不同的資產類別組合能夠起到平滑收益率減低資產淨值的波動。如果說自認投資能力無法超越巴菲特，那麼作為普通人至少要考慮長期定投指數，以及分散投資在不同的資產。除此之外，還有什麼可以讓我們取得超額回報呢？分散三個不同資產，主要目的明顯是為了減低股市的波動性，從歷史我們知道股市長遠向好，但是中間出現的波動和回調有時候大","listText":"過去的幾期文章講述了穩定盈利的投資策略，我相信這對於大多數人來講都是最為實用的入市方式，多數人的合理預期應當是能夠抵抗通脹之餘，能夠有長期穩定並且可以預期的超額回報，以實現“慢慢變富”，讓自己不斷提高生活品質，在老年的時候複式效應資產膨脹，再考慮悠閒的退休生活以及財富傳承。這一切都是來自上帝給予我們最有力的財富密碼，不是什麼秘密，就是財富最強大的武器“複利效應”。本欄不是理財頻道，相信大家聽得都多已經很熟悉。一般的保證回報儲蓄產品收益率在3-6%之間，即便不高的收益率放到一般80歲之後財富也是驚人的速度增長，真是活得越久越富有。以巴菲特為模板，我們來看看他的收益率統計：指标 巴菲特（伯克希尔） 标普500指数（含股息） 超额收益1965-2024年（59年） 19.8% 10.2% +9.6%1957-1969年（合伙基金） 29.5% 未披露 显著领先1994-2024年（伯克希尔） 9.6% 约7%-8% +1.6%-2.6%對比保守的儲蓄產品收益率，“普通人”以標普500指數為目標，過去59年收益率每年依然達到10.2%。要知道超過10%的收益率，中國大陸某官員已經以“騙案”來形容，對比中國目前國債十年期收益率僅1.6%，確實已經高得嚇人。如果以美國十年期國債4.16%，標普500指數預期10%收益率，計算過去50年持有黃金年化收益率大概在7%左右，以該三者構建一個投資組合，上文介紹過了達利奧的全天候投資策略，我們得到一個概念就是不同的資產類別組合能夠起到平滑收益率減低資產淨值的波動。如果說自認投資能力無法超越巴菲特，那麼作為普通人至少要考慮長期定投指數，以及分散投資在不同的資產。除此之外，還有什麼可以讓我們取得超額回報呢？分散三個不同資產，主要目的明顯是為了減低股市的波動性，從歷史我們知道股市長遠向好，但是中間出現的波動和回調有時候大","text":"過去的幾期文章講述了穩定盈利的投資策略，我相信這對於大多數人來講都是最為實用的入市方式，多數人的合理預期應當是能夠抵抗通脹之餘，能夠有長期穩定並且可以預期的超額回報，以實現“慢慢變富”，讓自己不斷提高生活品質，在老年的時候複式效應資產膨脹，再考慮悠閒的退休生活以及財富傳承。這一切都是來自上帝給予我們最有力的財富密碼，不是什麼秘密，就是財富最強大的武器“複利效應”。本欄不是理財頻道，相信大家聽得都多已經很熟悉。一般的保證回報儲蓄產品收益率在3-6%之間，即便不高的收益率放到一般80歲之後財富也是驚人的速度增長，真是活得越久越富有。以巴菲特為模板，我們來看看他的收益率統計：指标 巴菲特（伯克希尔） 标普500指数（含股息） 超额收益1965-2024年（59年） 19.8% 10.2% +9.6%1957-1969年（合伙基金） 29.5% 未披露 显著领先1994-2024年（伯克希尔） 9.6% 约7%-8% +1.6%-2.6%對比保守的儲蓄產品收益率，“普通人”以標普500指數為目標，過去59年收益率每年依然達到10.2%。要知道超過10%的收益率，中國大陸某官員已經以“騙案”來形容，對比中國目前國債十年期收益率僅1.6%，確實已經高得嚇人。如果以美國十年期國債4.16%，標普500指數預期10%收益率，計算過去50年持有黃金年化收益率大概在7%左右，以該三者構建一個投資組合，上文介紹過了達利奧的全天候投資策略，我們得到一個概念就是不同的資產類別組合能夠起到平滑收益率減低資產淨值的波動。如果說自認投資能力無法超越巴菲特，那麼作為普通人至少要考慮長期定投指數，以及分散投資在不同的資產。除此之外，還有什麼可以讓我們取得超額回報呢？分散三個不同資產，主要目的明顯是為了減低股市的波動性，從歷史我們知道股市長遠向好，但是中間出現的波動和回調有時候大","images":[{"img":"https://community-static.tradeup.com/news/c37490c2689949b87e89856380cc7594","width":"500","height":"261"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/431008091852880","isVote":1,"tweetType":1,"viewCount":4527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":428209940668432,"gmtCreate":1745548727449,"gmtModify":1745550112496,"author":{"id":"10000000000010923","authorId":"10000000000010923","name":"Jake_Wujastyk","avatar":"https://community-static.tradeup.com/news/9ee472b744df01ff6083f6a27baa9d94","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010923","authorIdStr":"10000000000010923"},"themes":[],"title":"BABA vs JD: What's the Forthcoming Trend?","htmlText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> vs <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> This may be one of the largest discrepancy/inefficiency trades of the year coming.JD should replicate the BABA move within 6-8 days to the March 18th VWAP zone above.Go take a look at options flow on JD this day.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA can know more from below:Find out more here：<a href=\"https://tigr.link/9ApRRc\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a>","listText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> vs <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> This may be one of the largest discrepancy/inefficiency trades of the year coming.JD should replicate the BABA move within 6-8 days to the March 18th VWAP zone above.Go take a look at options flow on JD this day.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA can know more from below:Find out more here：<a href=\"https://tigr.link/9ApRRc\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a>","text":"Hello everyone! Today i want to share some technical analysis with you!1. $Alibaba(BABA)$ vs $JD.com(JD)$ This may be one of the largest discrepancy/inefficiency trades of the year coming.JD should replicate the BABA move within 6-8 days to the March 18th VWAP zone above.Go take a look at options flow on JD this day.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA can know more from below:Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.","images":[{"img":"https://community-static.tradeup.com/news/d4e71fca3b26aa28eb8ba10cd5c8a9aa","width":"2776","height":"1470"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":33,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/428209940668432","isVote":1,"tweetType":1,"viewCount":4684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":425106994614656,"gmtCreate":1744793683397,"gmtModify":1744793699345,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"James_Niffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Is Richard's Speech Really Helpful For the Delivery Industry?","htmlText":"Recently <a href=\"https://laohu8.com/S/JD\">$ Jingdong (JD) $</a> takeaway heat, Liu Qiangdong a takeaway business for the internal speech \"no surprise\" to \"accidentally\" out, alluding to the United States group profits are too high.But look carefully at the full version, this is just Liu Qiangdong down the PUA, outside the persona of the marketing strategy.Do takeaway according to Liu Qiangdong this line of thinking, is unable to pose any threat to the United States group.His three core ideas have logical problems.First, the control of profit margins, to maintain net profit within 5%, in order to ensure that the merchant profitsJingdong gives the public a preconceived illusion that takeout can be very simple to achieve \"very high profits\", but Jingdong \"good intentions\" convergence, delibe","listText":"Recently <a href=\"https://laohu8.com/S/JD\">$ Jingdong (JD) $</a> takeaway heat, Liu Qiangdong a takeaway business for the internal speech \"no surprise\" to \"accidentally\" out, alluding to the United States group profits are too high.But look carefully at the full version, this is just Liu Qiangdong down the PUA, outside the persona of the marketing strategy.Do takeaway according to Liu Qiangdong this line of thinking, is unable to pose any threat to the United States group.His three core ideas have logical problems.First, the control of profit margins, to maintain net profit within 5%, in order to ensure that the merchant profitsJingdong gives the public a preconceived illusion that takeout can be very simple to achieve \"very high profits\", but Jingdong \"good intentions\" convergence, delibe","text":"Recently $ Jingdong (JD) $ takeaway heat, Liu Qiangdong a takeaway business for the internal speech \"no surprise\" to \"accidentally\" out, alluding to the United States group profits are too high.But look carefully at the full version, this is just Liu Qiangdong down the PUA, outside the persona of the marketing strategy.Do takeaway according to Liu Qiangdong this line of thinking, is unable to pose any threat to the United States group.His three core ideas have logical problems.First, the control of profit margins, to maintain net profit within 5%, in order to ensure that the merchant profitsJingdong gives the public a preconceived illusion that takeout can be very simple to achieve \"very high profits\", but Jingdong \"good intentions\" convergence, delibe","images":[{"img":"https://static.tigerbbs.com/60f5338dae89fd28e9706d73d728ad42","width":"836","height":"450"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/425106994614656","isVote":1,"tweetType":1,"viewCount":5135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417222887239696,"gmtCreate":1742889675879,"gmtModify":1742894340711,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What Make The Volatility In HK Market?","htmlText":"A number of Hong Kong companies that have announced earnings in the last two weeks have seen a pullback, and even though the results themselves are not a big deal, they have been abandoned by investors.Among them, <a href=\"https://ttm.financial/S/02382\">$SUNNY OPTICAL(02382)$</a> plunged -11%, while <a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a> was down 10.65%.Sunny's performance, for example, although not \"perfect\", but the market is expected to be more adequate.Comprehensive view:Automotive lens of new energy vehicle penetration rate increase, smartphone market recovery (cell phone lens and module shipments increased by 13.1% and 13.3%, respectively, the penetration rate of high-end models to increase), so the revenue side of the growth rate is also more than expect","listText":"A number of Hong Kong companies that have announced earnings in the last two weeks have seen a pullback, and even though the results themselves are not a big deal, they have been abandoned by investors.Among them, <a href=\"https://ttm.financial/S/02382\">$SUNNY OPTICAL(02382)$</a> plunged -11%, while <a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a> was down 10.65%.Sunny's performance, for example, although not \"perfect\", but the market is expected to be more adequate.Comprehensive view:Automotive lens of new energy vehicle penetration rate increase, smartphone market recovery (cell phone lens and module shipments increased by 13.1% and 13.3%, respectively, the penetration rate of high-end models to increase), so the revenue side of the growth rate is also more than expect","text":"A number of Hong Kong companies that have announced earnings in the last two weeks have seen a pullback, and even though the results themselves are not a big deal, they have been abandoned by investors.Among them, $SUNNY OPTICAL(02382)$ plunged -11%, while $BYD ELECTRONIC(00285)$ was down 10.65%.Sunny's performance, for example, although not \"perfect\", but the market is expected to be more adequate.Comprehensive view:Automotive lens of new energy vehicle penetration rate increase, smartphone market recovery (cell phone lens and module shipments increased by 13.1% and 13.3%, respectively, the penetration rate of high-end models to increase), so the revenue side of the growth rate is also more than expect","images":[{"img":"https://community-static.tradeup.com/news/c5e32e43dfd5d6881e50bf526a86fe89"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":166,"commentSize":1,"repostSize":60,"link":"https://ttm.financial/post/417222887239696","isVote":1,"tweetType":1,"viewCount":7454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":401921443205496,"gmtCreate":1739150334950,"gmtModify":1739151421190,"author":{"id":"4143251436803292","authorId":"4143251436803292","name":"MarketTiming","avatar":"https://community-static.tradeup.com/news/360d7419284d804c81482b89b1f4ab80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143251436803292","authorIdStr":"4143251436803292"},"themes":[],"title":"【市場週期的精確度】總統選舉周期看貿易戰 2025年2月4日","htmlText":"正式踏入2025年蛇年，首先祝各位讀者新年進步，步步高升。一年之計在於春，立春之後是時候計劃一下今年全年的目標，這個目標應當是好過上年，又要能夠實現的。代表MTA，我當然會繼續給出各種高質報告和即時交易預警，除了港股美股之外，也要做好比特幣的跟蹤和分析，上年看比特幣緊貼周期分析，而且又是能夠7X24，交易工具選擇繁多，流動性非常好的市場。模擬期權組合2024年收益率9.39%，雖然這是一個只買入港股不做空又不帶杠桿的組合，其目標卻是穩定收益，適當參與港股，因此在港股大跌的年份2022，2023年均取得正收益。港股2025年依然處於大幅波動橫行市，今年我會更加多參與個股的期權，減少指數的持倉留有空間給其他倉位，並且某些時刻選擇持股增加風險承受（過去short put倉位極少出現需要接貨），在適當的時候持股可以增加收益率，例如周期底部市場恐慌的時候。希望該組合的收益率能夠提高，始終不少會員並非好像我全職交易，不少有正職，但又希望認真對待自己的投資組合。他們告訴我期權組合能夠穩定收益又不用操心，收到這樣的反饋，我當然就有了努力的目標。 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> 講完個人目標我們轉入正題講一講市場今年的預測和看法。今年的市場有何不同呢？很明顯的一個轉變就是特朗普上臺，而他上臺之後又進行了一輪貿易加稅的操作。我們從兩個角度來看，第一個角度是歷年總統選舉周期第一年走勢如下：從上圖可見，按照總統選舉周期，美國標普指數在上半年呈現波動和壓力。第二個角度，就是做好功課，2018年將中美貿易戰加關稅的時間點標示出來，下圖為恒生指數。從上圖，可見港股在貿易戰初期波動加劇，但隨後貿","listText":"正式踏入2025年蛇年，首先祝各位讀者新年進步，步步高升。一年之計在於春，立春之後是時候計劃一下今年全年的目標，這個目標應當是好過上年，又要能夠實現的。代表MTA，我當然會繼續給出各種高質報告和即時交易預警，除了港股美股之外，也要做好比特幣的跟蹤和分析，上年看比特幣緊貼周期分析，而且又是能夠7X24，交易工具選擇繁多，流動性非常好的市場。模擬期權組合2024年收益率9.39%，雖然這是一個只買入港股不做空又不帶杠桿的組合，其目標卻是穩定收益，適當參與港股，因此在港股大跌的年份2022，2023年均取得正收益。港股2025年依然處於大幅波動橫行市，今年我會更加多參與個股的期權，減少指數的持倉留有空間給其他倉位，並且某些時刻選擇持股增加風險承受（過去short put倉位極少出現需要接貨），在適當的時候持股可以增加收益率，例如周期底部市場恐慌的時候。希望該組合的收益率能夠提高，始終不少會員並非好像我全職交易，不少有正職，但又希望認真對待自己的投資組合。他們告訴我期權組合能夠穩定收益又不用操心，收到這樣的反饋，我當然就有了努力的目標。 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> 講完個人目標我們轉入正題講一講市場今年的預測和看法。今年的市場有何不同呢？很明顯的一個轉變就是特朗普上臺，而他上臺之後又進行了一輪貿易加稅的操作。我們從兩個角度來看，第一個角度是歷年總統選舉周期第一年走勢如下：從上圖可見，按照總統選舉周期，美國標普指數在上半年呈現波動和壓力。第二個角度，就是做好功課，2018年將中美貿易戰加關稅的時間點標示出來，下圖為恒生指數。從上圖，可見港股在貿易戰初期波動加劇，但隨後貿","text":"正式踏入2025年蛇年，首先祝各位讀者新年進步，步步高升。一年之計在於春，立春之後是時候計劃一下今年全年的目標，這個目標應當是好過上年，又要能夠實現的。代表MTA，我當然會繼續給出各種高質報告和即時交易預警，除了港股美股之外，也要做好比特幣的跟蹤和分析，上年看比特幣緊貼周期分析，而且又是能夠7X24，交易工具選擇繁多，流動性非常好的市場。模擬期權組合2024年收益率9.39%，雖然這是一個只買入港股不做空又不帶杠桿的組合，其目標卻是穩定收益，適當參與港股，因此在港股大跌的年份2022，2023年均取得正收益。港股2025年依然處於大幅波動橫行市，今年我會更加多參與個股的期權，減少指數的持倉留有空間給其他倉位，並且某些時刻選擇持股增加風險承受（過去short put倉位極少出現需要接貨），在適當的時候持股可以增加收益率，例如周期底部市場恐慌的時候。希望該組合的收益率能夠提高，始終不少會員並非好像我全職交易，不少有正職，但又希望認真對待自己的投資組合。他們告訴我期權組合能夠穩定收益又不用操心，收到這樣的反饋，我當然就有了努力的目標。 $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ 講完個人目標我們轉入正題講一講市場今年的預測和看法。今年的市場有何不同呢？很明顯的一個轉變就是特朗普上臺，而他上臺之後又進行了一輪貿易加稅的操作。我們從兩個角度來看，第一個角度是歷年總統選舉周期第一年走勢如下：從上圖可見，按照總統選舉周期，美國標普指數在上半年呈現波動和壓力。第二個角度，就是做好功課，2018年將中美貿易戰加關稅的時間點標示出來，下圖為恒生指數。從上圖，可見港股在貿易戰初期波動加劇，但隨後貿","images":[{"img":"https://community-static.tradeup.com/news/e92589e3e98966b796d61d06bbaafc65","width":"600","height":"269"},{"img":"https://community-static.tradeup.com/news/766ec3fb6d99f8597cd6491a69fc0dbc","width":"1600","height":"628"},{"img":"https://community-static.tradeup.com/news/96f4222d9bdff4ec49f6bd1f7404d627","width":"1068","height":"809"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401921443205496","isVote":1,"tweetType":1,"viewCount":4713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":393554027520512,"gmtCreate":1737099161834,"gmtModify":1737100739662,"author":{"id":"10000000000010985","authorId":"10000000000010985","name":"Marico Samuel","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010985","authorIdStr":"10000000000010985"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> adding <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> likely means #Nio will see some added buying pressure in HKEX as these index funds will be adding Nio to their portfolio. So look for the stock to move higher!HSI will announce results after session closes on 21Feb. Adjustment to be 10Mar![Shy][Shy][Shy]","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> adding <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> likely means #Nio will see some added buying pressure in HKEX as these index funds will be adding Nio to their portfolio. So look for the stock to move higher!HSI will announce results after session closes on 21Feb. Adjustment to be 10Mar![Shy][Shy][Shy]","text":"$NIO Inc.(NIO)$ $HSI(HSI)$ adding $NIO Inc.(NIO)$ likely means #Nio will see some added buying pressure in HKEX as these index funds will be adding Nio to their portfolio. So look for the stock to move higher!HSI will announce results after session closes on 21Feb. Adjustment to be 10Mar![Shy][Shy][Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393554027520512","isVote":1,"tweetType":1,"viewCount":5099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389617253224520,"gmtCreate":1736152387410,"gmtModify":1736152484030,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Opportunities and Risk in HK Market 2025","htmlText":"At the beginning of 2025, the Hong Kong stock market was shrouded in gloom, and investor enthusiasm seemed to be dampened by this chill.In the first week of the year, Hong Kong stocks were not immune to the weakness of the Chinese market as a whole, with <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> alling below the 20,000 point mark in one fell swoop.With the exception of the energy sector, which was a bit stronger, the rest of the sectors suffered, with multi-financials, insurance and banks leading the losses. <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> Although Hong Kong stocks are doing slightly better compared to A-shares, this weak start still has investors worried.The reasons for this are complex.From the market trend, the recent economic data is not good, m","listText":"At the beginning of 2025, the Hong Kong stock market was shrouded in gloom, and investor enthusiasm seemed to be dampened by this chill.In the first week of the year, Hong Kong stocks were not immune to the weakness of the Chinese market as a whole, with <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> alling below the 20,000 point mark in one fell swoop.With the exception of the energy sector, which was a bit stronger, the rest of the sectors suffered, with multi-financials, insurance and banks leading the losses. <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> Although Hong Kong stocks are doing slightly better compared to A-shares, this weak start still has investors worried.The reasons for this are complex.From the market trend, the recent economic data is not good, m","text":"At the beginning of 2025, the Hong Kong stock market was shrouded in gloom, and investor enthusiasm seemed to be dampened by this chill.In the first week of the year, Hong Kong stocks were not immune to the weakness of the Chinese market as a whole, with $HSI(HSI)$ alling below the 20,000 point mark in one fell swoop.With the exception of the energy sector, which was a bit stronger, the rest of the sectors suffered, with multi-financials, insurance and banks leading the losses. $HSTECH(HSTECH)$ Although Hong Kong stocks are doing slightly better compared to A-shares, this weak start still has investors worried.The reasons for this are complex.From the market trend, the recent economic data is not good, m","images":[{"img":"https://static.tigerbbs.com/b8d3f23f24aa1cde0522636ec3a42060"},{"img":"https://static.tigerbbs.com/d71a15f950e49dfd26f671788af9b487"},{"img":"https://static.tigerbbs.com/5153dce2d5573c88b416fa3341e1e41b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/389617253224520","isVote":1,"tweetType":1,"viewCount":5812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":386280984637728,"gmtCreate":1735318031317,"gmtModify":1735318033214,"author":{"id":"4176608337114922","authorId":"4176608337114922","name":"2024贏","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176608337114922","authorIdStr":"4176608337114922"},"themes":[],"title":"","htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386280984637728","isVote":1,"tweetType":1,"viewCount":4474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386280387657936,"gmtCreate":1735317797774,"gmtModify":1735317801580,"author":{"id":"4177366219738762","authorId":"4177366219738762","name":"pay to win","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177366219738762","authorIdStr":"4177366219738762"},"themes":[],"title":"","htmlText":"gogo","listText":"gogo","text":"gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386280387657936","isVote":1,"tweetType":1,"viewCount":4430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386259591848080,"gmtCreate":1735312720273,"gmtModify":1735312724039,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"title":"","htmlText":"Thanks for sharing. I am monitoring closing","listText":"Thanks for sharing. I am monitoring closing","text":"Thanks for sharing. I am monitoring closing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386259591848080","isVote":1,"tweetType":1,"viewCount":5119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379817726951704,"gmtCreate":1733765505333,"gmtModify":1733765660049,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"","htmlText":"Top companies in Hong Kong by dividend yield I am invested in Hong Kong and some companies are great for dividend yield. Are you planning to include some Hong Kong stocks in your 2025 portfolio? Source: Companiesmarketcap.com <a href=\"https://ttm.financial/S/00659\">$NWS HOLDINGS(00659)$</a> <a href=\"https://ttm.financial/S/00709\">$GIORDANO INT'L(00709)$</a>","listText":"Top companies in Hong Kong by dividend yield I am invested in Hong Kong and some companies are great for dividend yield. Are you planning to include some Hong Kong stocks in your 2025 portfolio? Source: Companiesmarketcap.com <a href=\"https://ttm.financial/S/00659\">$NWS HOLDINGS(00659)$</a> <a href=\"https://ttm.financial/S/00709\">$GIORDANO INT'L(00709)$</a>","text":"Top companies in Hong Kong by dividend yield I am invested in Hong Kong and some companies are great for dividend yield. Are you planning to include some Hong Kong stocks in your 2025 portfolio? Source: Companiesmarketcap.com $NWS HOLDINGS(00659)$ $GIORDANO INT'L(00709)$","images":[{"img":"https://community-static.tradeup.com/news/b9bf5985ecdc2d49918f6b63d6cfb0ee","width":"1432","height":"1438"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/379817726951704","isVote":1,"tweetType":1,"viewCount":5912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375785029681304,"gmtCreate":1732766348077,"gmtModify":1732785353290,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What is the best choice of \"Goods Economy\"?","htmlText":"\"谷子\" is the phonetic translation of \"goods\", which in the context of animation mainly refers to a variety of animation-derived commodities, and \"Guzi economy\" is an economic model formed by the production, sale and consumption of animation-derived commodities.The \"Goods Economy\" is an economic model formed by the production, sale and consumption of animation-derived commodities.Now the domestic speculation of the \"grain economy\", there is a leading Hong Kong stocks have risen 338%!Japan's \"Goods Economy\" development background and market performanceEconomic environment: After the 1990s, Japan's economic growth stagnated, social problems were highlighted, and the focus of life of the \"block generation\" and the \"awakening generation\" shifted to leisure and entertainment, and anime, as a repr","listText":"\"谷子\" is the phonetic translation of \"goods\", which in the context of animation mainly refers to a variety of animation-derived commodities, and \"Guzi economy\" is an economic model formed by the production, sale and consumption of animation-derived commodities.The \"Goods Economy\" is an economic model formed by the production, sale and consumption of animation-derived commodities.Now the domestic speculation of the \"grain economy\", there is a leading Hong Kong stocks have risen 338%!Japan's \"Goods Economy\" development background and market performanceEconomic environment: After the 1990s, Japan's economic growth stagnated, social problems were highlighted, and the focus of life of the \"block generation\" and the \"awakening generation\" shifted to leisure and entertainment, and anime, as a repr","text":"\"谷子\" is the phonetic translation of \"goods\", which in the context of animation mainly refers to a variety of animation-derived commodities, and \"Guzi economy\" is an economic model formed by the production, sale and consumption of animation-derived commodities.The \"Goods Economy\" is an economic model formed by the production, sale and consumption of animation-derived commodities.Now the domestic speculation of the \"grain economy\", there is a leading Hong Kong stocks have risen 338%!Japan's \"Goods Economy\" development background and market performanceEconomic environment: After the 1990s, Japan's economic growth stagnated, social problems were highlighted, and the focus of life of the \"block generation\" and the \"awakening generation\" shifted to leisure and entertainment, and anime, as a repr","images":[{"img":"https://static.tigerbbs.com/17a966ca7bf40ab73d3748f8c2bd6ee2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":141,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/375785029681304","isVote":1,"tweetType":1,"viewCount":5831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":374818599858280,"gmtCreate":1732517451449,"gmtModify":1732528187715,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUND/HK0000910932.HKD\">$博時港元貨幣市場ETF（非上市類別）類別A HKD(HK0000910932.HKD)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/FUND/HK0000910932.HKD\">$博時港元貨幣市場ETF（非上市類別）類別A HKD(HK0000910932.HKD)$ </a>&nbsp;","text":"$博時港元貨幣市場ETF（非上市類別）類別A HKD(HK0000910932.HKD)$","images":[{"img":"https://community-static.tradeup.com/news/241f16e5951c27e2f30089650e7b9bf5","width":"1080","height":"2082"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374818599858280","isVote":1,"tweetType":1,"viewCount":4630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":482336141041712,"gmtCreate":1758791571887,"gmtModify":1758794401702,"author":{"id":"10000000000010923","authorId":"10000000000010923","name":"Jake_Wujastyk","avatar":"https://community-static.tradeup.com/news/9ee472b744df01ff6083f6a27baa9d94","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010923","authorIdStr":"10000000000010923"},"themes":[],"title":"JD: Huge Potential Right Now!","htmlText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","listText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","text":"1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","images":[{"img":"https://community-static.tradeup.com/news/087774f655c2e4cc4dd1c098c63ffc96","width":"390","height":"680"},{"img":"https://community-static.tradeup.com/news/9a24b1db18159a3fc68ff722b18c5dd1","width":"593","height":"680"},{"img":"https://community-static.tradeup.com/news/49bb166f146f06325b58b8163790b614","width":"680","height":"537"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":310,"commentSize":0,"repostSize":17,"link":"https://ttm.financial/post/482336141041712","isVote":1,"tweetType":1,"viewCount":4560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":479526919102560,"gmtCreate":1758091715335,"gmtModify":1758093870547,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011074","authorIdStr":"10000000000011074"},"themes":[],"title":"IS IT TOO LATE TO BUY BABA?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho","text":"$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +24% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $155FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 24%EXPECTED RETURNS: 14.3%/yearDIVIDEND YIELD: 0.7%Do you own BABA shares? A stock chart for Alibaba Group Holding Ltd - ADR (BABA) on the NYSE. The chart sho","images":[{"img":"https://community-static.tradeup.com/news/dac96b7b1ec81375d7e277d26e279cd7","width":"631","height":"679"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479526919102560","isVote":1,"tweetType":1,"viewCount":3394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":477799309766672,"gmtCreate":1757670022684,"gmtModify":1757670949886,"author":{"id":"10000000000010923","authorId":"10000000000010923","name":"Jake_Wujastyk","avatar":"https://community-static.tradeup.com/news/9ee472b744df01ff6083f6a27baa9d94","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010923","authorIdStr":"10000000000010923"},"themes":[],"title":"HSI: The Undervalued Asset!","htmlText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Getting closer.Image3. <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> <a href=\"https://ttm.financial/S/FXI\">$iShares China Large-Cap ETF(FXI)$</a> <a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China I</a>","listText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Getting closer.Image3. <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> <a href=\"https://ttm.financial/S/FXI\">$iShares China Large-Cap ETF(FXI)$</a> <a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China I</a>","text":"Hello everyone! Today i want to share some technical analysis with you!1. $JD.com(JD)$ Add this to the volume gap and we could be at $40 next week. The MOST important thing to learn about a stock is the personality of it. This is one I have studied for years.People are sleeping on this volume gap. I actually missed it myself until this morning which is why I just continued to convert shares into calls all day. Much higher, potentially very fast, makes the most sense.Image2. $Tesla Motors(TSLA)$ Getting closer.Image3. $HSI(HSI)$ $iShares China Large-Cap ETF(FXI)$ $KraneShares CSI China I","images":[{"img":"https://community-static.tradeup.com/news/785a56c0ddd2b241114d96394fae51da","width":"2770","height":"1530"},{"img":"https://community-static.tradeup.com/news/98ac02e1fcdd0a6367ab3ef4fd9c2dba","width":"2770","height":"1530"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/477799309766672","isVote":1,"tweetType":1,"viewCount":5038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0}]}