To The Moon

Someone told me I was being an alarmist and fear mongering for saying $Tesla Motors(TSLA)$ was in trouble, specifically in China, last month. Will Elon’s u-turn on DOGE and Trump’s softer language on China tariffs change the direction of things? I don’t think so. Like I said previously, they won’t be able to turn this ship around so quickly. It will take Tesla time to regain lost ground while competition is moving 100mph faster. 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.

Hang Seng Tech Index $HSTECH(HSTECH)$ pops 3.3% as of midday today 4/23 following Trump’s softer tariff language & Bessent’s statement about deescalation. Worst case in trade war could be behind us. But without a deal or even a meeting being set, anything can still happen. China has the advantage right now. $KraneShares Hang Seng TECH Index ETF(KTEC)$ $KraneShares CSI China Internet ETF(KWEB)$ $BABA-W(09988)$ $JD-SW(09618)$ $TENCENT(00700)$ $BIDU-SW(09888)$

Tesla $Tesla Motors(TSLA)$ 1Q25 results due out today after the close. Rev $21.3 estimatedEps $0.414 estimatedNote they missed Bloomberg consensus estimates on deliveries in 1Q by 14%.All eyes and ears on guidance in light of the worsening trade war that has Tesla right in the line of fire.At the same time，It's gone largely unnoticed, but mainland Chinese ownership of China's two biggest EV companies has been rising of late:Li Auto $Li Auto(LI)$ now at 16.6%Xpeng Inc. $XPeng Inc.(XPEV)$ now at 21.2%Imagine if $NIO Inc.(NIO)$ was also part of the StockConnect program.For whom haven't open CBA can know more from below:🏦 Open

To the average person, China’s huge trade surplus is a result of sending enormous amounts of “cheap useless stuff” and “fidget spinners” through Temu.But that couldn’t be further from the truth.Most of the labor-intensive, low-value, low-cost manufacturing that helped build China in the 90s already moved to other neighboring countries.Looking at the list of top categories of China exports to the US, 3 of top 5 are high value products (home appliances, electronics, optical/medical instruments). China depends on the US for a large portion of its higher value exports. That’s problematic for Chinese manufacturers who will have to make contingencies in case US buyers cannot absorb the tariffs.But it’s also difficult to replicate these higher value manufacturing capabilities anywhere else due to

$Tesla Motors(TSLA)$ 1Q sales were pretty abysmal in Europe, down 25% to 50% in most markets. This is a market where Tesla faces competition from China brands. China sales hardly grew in 1Q YoY but jumped 18.8% in March due to new Model Y launch. I expect trade war tensions to hurt demand in China as consumers opt for local brands. In the US, Tesla sales fell 8.6% in 1Q despite the overall market growing 10%. Elon already ceased order-taking of Model S & X in China shipped from the US. Could face delivery delays in US due to unavailability of China parts.For 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 unlim

Hong Kong’s key indices are rallying today even after Wall Street’s big losses overnight. Decoupling takes many forms.This could be the shape of things to come if China is able to sustain growth through stimulus and focus on keeping things stable at home. $HSI(HSI)$ $HSTECH(HSTECH)$ $HSCEI(HSCEI)$ $KraneShares CSI China Internet ETF(KWEB)$ $iShares MSCI Hong Kong ETF(EWH)$ $iShares MSCI China ETF(MCHI)$ $iShares China Large-Cap ETF(FXI)$ $BABA-W(09988)$</

CATL just posted a 33% YoY growth in 1Q25 net income. But revenue grew just 6.1% for the period, while gross margins expanded 116bps.The company is getting ready for its HKEXGroup IPO which should do reasonably well. But it needs to find a growth catalyst to make this picture complete.Possibly why CATL has been announcing a series of tie-ups with private and public firms in the field of battery swapping. $NIO Inc.(NIO)$ $BYD COMPANY(01211)$ $Li Auto(LI)$ $XPeng Inc.(XPEV)$ ImageImageFor 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 commis

Trump admin announces exclusions to its reciprocal tariff spree targeting China. Smartphones, computers, chip manufacturing equipment - all excluded. Looks like $Apple(AAPL)$ $IBM(IBM)$ $Helmerich & Payne(HP)$ $Cisco(CSCO)$ can breathe a bit easier for now. Don’t forget that with many tech related exports excluded from the reciprocal tariffs, it’s not just US companies in line to benefit. The following are likely to benefit: $LENOVO GROUP(00992)$ $SUNNY OPTICAL(02382)$ $COOLPAD GROUP(02369)$</

Proponents of tariffs against China and reshoring manufacturing to the US are expecting automation to make up for the country’s labor cost disadvantage. They believe that the US can take back a significant chunk of manufacturing from China (and other Asian manufacturing bases like Vietnam and Cambodia) with the use of large scale automation. But therein lies a major problem in this logic. How can you dominate manufacturing through automation when your country is sorely lagging behind China in the manufacturing and use of industrial robots? If you are already at a cost disadvantage when it comes to making the very things that you hope will ramp up manufacturing to compete, how do the economics work?Trump bringing down the cost of electricity is an important step to bringing manufacturing ba

China isn’t complaining that scores of companies have moved lower cost manufacturing to neighboring countries like Vietnam, Cambodia or Laos. They know those jobs aren’t coming back. Instead, the government invested in modern infrastructure and education to equip its citizens for the jobs of tomorrow. They are even mandating AI courses in primary/secondary education. They produce 1.5m engineering graduates each year - 7X more than the US.China is already well ahead in the development of future industries including EVs, autonomous vehicles, flying cars, factory automation, ultrafast maglev trains, supersonic commercial air travel, full scale AI adoption, and even artificial general intelligence (AGI).These are all industries that US leaders must support in order to keep abreast with China.