To The Moon

$Goldman Sachs(GS)$ maintains its overweight rating on A-shares and downgrades its rating on Hong Kong stocks to neutral. [Key Takeaway] China tech stocks have fallen from early-year highs to near lows. On the surface, it's a pile-up of negative headlines. But beneath lies a clear throughline: Traditional tech giants are trading short-term profits for long-term AI positioning, while the market only wants to pay for "profits today." This temporal mismatch, compounded by HK liquidity being siphoned into pure-play AI names, is reshaping the entire valuation framework for China tech. 1. The Root of Valuation Collapse: A "Temporal Mismatch" Standoff Traditional tech giants ( $TENCENT(00700)$ ,

[Key Takeaway] Top macro strategist Hong Hao on Tencent and China tech majors: Not bearish, even slightly bullish. But this isn't a blind "buy the dip" call. His more nuanced view: the current selloff isn't the "end of a mispricing" — it's a necessary phase in a valuation logic transition. 1. Stock Price Pressure ≠ Fundamental Deterioration Hong Hao makes it clear: "The stock price pressure is unrelated to company fundamentals." What does this mean? Tencent's earnings power and business model haven't been disproven. The market isn't worried about WeChat's monetization or the gaming license pipeline. The selloff is driven by sentiment, narrative shifts, and capital flows — indiscriminate selling as global allocators rebalance portfolios and market themes rotate. 2. "Buy Good Companies When

🌟🌟🌟The Hong Kong stock market represents an exciting opportunity as its core commodity stocks are undervalued compared to their Western peers. $CNOOC(00883)$ is one of the best buys.  It is currently trading at an incredibly cheap forward P/E of just 6.75x.  The market is pricing it as an old oil driller, ignoring its superior upstream extraction efficiency and a nice juicy dividend yield of 4.85%. CNOOC is the 3rd largest oil company in China and holds a monopoly as China's largest offshore oil and gas producer. CNOOC is on track to hit its all time high production target of 780 million to 800 million barrels of oil this year..  With the current Iran war, CNOOC would certainly benefit.

$TENCENT(00700)$  sipeh jialat

Hong Kong market hotspots are basically: 1. AI / Tech (main driver) 2. Property recovery theme 3. China financials & dividend stocks 4. EV / industrial selective strength 5. IPO momentum

JD Group (09618), JD Health (06618), JD Logistics (02618), and JD Industrial (07618), announced share buybacks, totaling 2.4 billion US dollars (approximately HK$18.72 billion).

Hong Kong Tech Watchlist for Monday, 11 May 2026 With U.S. tech and AI semiconductor stocks having already moved higher, the next question is whether capital rotates into the laggards. If market conditions remain supportive, China tech could be next in line. Historically, Hong Kong-listed China tech often lags global AI and U.S. tech rallies before catching up when earnings, policy tone and liquidity align. This makes next week important. The opportunity is not just “cheap China tech,” but selective exposure to companies where AI, margins, product cycles and shareholder returns can drive a re-rating. 1. Tencent — 0700.HK The highest-quality core holding in China internet. With earnings due 13 May, investors will watch whether AI can keep improving advertising, games and cloud margins. If g

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The $400 million UK fraud fee was beyond market expectations and also led to a larger-than-expected increase in credit loss (ECL) in the first quarter $滙豐控股(00005)$  

$03750$ China’s EV sector stands out as a high-growth opportunity, driven by strong government support, global cost leadership, and rapid domestic adoption.

Signal Over Sentiment: Where Hong Kong’s Smart Money Is Actually Moving Today The Hong Kong market still puts on a decent show - flashes of momentum, the occasional surge, enough noise to suggest something exciting is always happening. But I think that’s largely theatre. Behind the curtain, capital is behaving in a far less dramatic, and far more decisive, way. It is no longer rotating across sectors like a well-diversified tourist. It is checking into a few places and refusing to leave. Capital isn’t rotating—it’s clustering, and staying put That shift matters. Because if capital is concentrating rather than rotating, then the real ‘hot spots’ are not the loudest trades - they are the ones quietly absorbing sustained, institutional money. When I look at the market through that lens, three

$思格新能(06656)$  

In this video (https://youtu.be/x9jpofNLnBA), I look at 3 Hong Kong stocks that share a compelling technical setup: each built a massive multi-year base, corrected significantly from their highs, and are now showing early signs of a bullish reversal. Short-term trading using DLC: https://dlc.socgen.com/ Short-term trading using Warrants: https://warrants.com.sg $BYD COMPANY(01211)$ $XIAOMI-W(01810)$ $TENCENT(00700)$ Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAT System https://bit.ly/tawpro. Disclaimer:&n

The transmission of this surge in commodities, particularly energy, to core PCEs will not be immediately apparent, and Goldman expects to peak in the fourth quarter of 2026 (about 0.35 percentage points). That means even if world peace is declared tonight, the lagging effect of inflation will keep the Fed on the pins for months ahead

Introduction to Basic Trading Rules for Hong Kong Index Options1.1 Regular Trading HoursTrading SessionTrading HoursDay Session (hereinafter referred to as)Morning Session09:15-12:00Afternoon Session13:00-16:30（The afternoon trading session on the expiration date closes half an hour earlier than a normal trading day.）Evening Session (hereinafter referred to as)Post-market Trading17:15-03:00 (T+1)Note: Trading hours may be adjusted during public holidays. Please pay attention to platform notifications or announcements issued by the Hong Kong Exchanges and Clearing Limited (HKEX).1.2 Contract TenorWeekly Options: Contracts for the current week and the next week are available.Standard Options (Monthly Options)Note: The exchange will ensure that expiration dates are staggered. If the expiratio

$03690$  bullish my feet! Short is the way to go for this 

700.k has potential to double within 5 years driven by its integration of AI into its core gaming and social media businesses, high profitability, and a generally undervalued stock price.

$00700$  516 ！！ ! It's time to up up

In this video, I take a step back to look at the bigger picture behind the recent price action in the $HSI(HSI)$ . A major long-term level is coming into focus, and I’m starting to see an interesting structure forming on the chart that could shape what happens next. I’ll walk you through the key zones the market is reacting to, how I interpret these reactions, and what they could potentially mean going forward. Short-term trading using DLC: https://dlc.socgen.com/ Short-term trading using Warrants: https://warrants.com.sg Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAT System https://bit.ly/taw

$POP MART(09992)$ gained +8.8% over the week (2-6 Feb 2026), supported by sustained positive sentiment around its upcoming product launches. Strong market interest in its non-LABUBU series, including the PUCKY Knock and Stary Heartbeat Series, together with the recent launch of its share repurchase program, helped bolster investor confidence. Pop Mart's share price is currently trading firmly above its 50-day, 100-day, and 200-day moving averages, reflecting the positive price momentum observed throughout the week as investor confidence continues to build. Tracking the underlying, the $Popmart 5xLongSG271216(FNYW.SI)$ rallied about 40%, while the $Popmart 5xSh

$Goldman Sachs(GS)$ maintains its overweight rating on A-shares and downgrades its rating on Hong Kong stocks to neutral. [Key Takeaway] China tech stocks have fallen from early-year highs to near lows. On the surface, it's a pile-up of negative headlines. But beneath lies a clear throughline: Traditional tech giants are trading short-term profits for long-term AI positioning, while the market only wants to pay for "profits today." This temporal mismatch, compounded by HK liquidity being siphoned into pure-play AI names, is reshaping the entire valuation framework for China tech. 1. The Root of Valuation Collapse: A "Temporal Mismatch" Standoff Traditional tech giants ( $TENCENT(00700)$ ,

[Key Takeaway] Top macro strategist Hong Hao on Tencent and China tech majors: Not bearish, even slightly bullish. But this isn't a blind "buy the dip" call. His more nuanced view: the current selloff isn't the "end of a mispricing" — it's a necessary phase in a valuation logic transition. 1. Stock Price Pressure ≠ Fundamental Deterioration Hong Hao makes it clear: "The stock price pressure is unrelated to company fundamentals." What does this mean? Tencent's earnings power and business model haven't been disproven. The market isn't worried about WeChat's monetization or the gaming license pipeline. The selloff is driven by sentiment, narrative shifts, and capital flows — indiscriminate selling as global allocators rebalance portfolios and market themes rotate. 2. "Buy Good Companies When

🌟🌟🌟The Hong Kong stock market represents an exciting opportunity as its core commodity stocks are undervalued compared to their Western peers. $CNOOC(00883)$ is one of the best buys.  It is currently trading at an incredibly cheap forward P/E of just 6.75x.  The market is pricing it as an old oil driller, ignoring its superior upstream extraction efficiency and a nice juicy dividend yield of 4.85%. CNOOC is the 3rd largest oil company in China and holds a monopoly as China's largest offshore oil and gas producer. CNOOC is on track to hit its all time high production target of 780 million to 800 million barrels of oil this year..  With the current Iran war, CNOOC would certainly benefit.

Hong Kong Tech Watchlist for Monday, 11 May 2026 With U.S. tech and AI semiconductor stocks having already moved higher, the next question is whether capital rotates into the laggards. If market conditions remain supportive, China tech could be next in line. Historically, Hong Kong-listed China tech often lags global AI and U.S. tech rallies before catching up when earnings, policy tone and liquidity align. This makes next week important. The opportunity is not just “cheap China tech,” but selective exposure to companies where AI, margins, product cycles and shareholder returns can drive a re-rating. 1. Tencent — 0700.HK The highest-quality core holding in China internet. With earnings due 13 May, investors will watch whether AI can keep improving advertising, games and cloud margins. If g

$TENCENT(00700)$  sipeh jialat

Signal Over Sentiment: Where Hong Kong’s Smart Money Is Actually Moving Today The Hong Kong market still puts on a decent show - flashes of momentum, the occasional surge, enough noise to suggest something exciting is always happening. But I think that’s largely theatre. Behind the curtain, capital is behaving in a far less dramatic, and far more decisive, way. It is no longer rotating across sectors like a well-diversified tourist. It is checking into a few places and refusing to leave. Capital isn’t rotating—it’s clustering, and staying put That shift matters. Because if capital is concentrating rather than rotating, then the real ‘hot spots’ are not the loudest trades - they are the ones quietly absorbing sustained, institutional money. When I look at the market through that lens, three

Hong Kong market hotspots are basically: 1. AI / Tech (main driver) 2. Property recovery theme 3. China financials & dividend stocks 4. EV / industrial selective strength 5. IPO momentum

JD Group (09618), JD Health (06618), JD Logistics (02618), and JD Industrial (07618), announced share buybacks, totaling 2.4 billion US dollars (approximately HK$18.72 billion).

Introduction to Basic Trading Rules for Hong Kong Index Options1.1 Regular Trading HoursTrading SessionTrading HoursDay Session (hereinafter referred to as)Morning Session09:15-12:00Afternoon Session13:00-16:30（The afternoon trading session on the expiration date closes half an hour earlier than a normal trading day.）Evening Session (hereinafter referred to as)Post-market Trading17:15-03:00 (T+1)Note: Trading hours may be adjusted during public holidays. Please pay attention to platform notifications or announcements issued by the Hong Kong Exchanges and Clearing Limited (HKEX).1.2 Contract TenorWeekly Options: Contracts for the current week and the next week are available.Standard Options (Monthly Options)Note: The exchange will ensure that expiration dates are staggered. If the expiratio

Good article on KWEB!

The $400 million UK fraud fee was beyond market expectations and also led to a larger-than-expected increase in credit loss (ECL) in the first quarter $滙豐控股(00005)$  

In this video (https://youtu.be/x9jpofNLnBA), I look at 3 Hong Kong stocks that share a compelling technical setup: each built a massive multi-year base, corrected significantly from their highs, and are now showing early signs of a bullish reversal. Short-term trading using DLC: https://dlc.socgen.com/ Short-term trading using Warrants: https://warrants.com.sg $BYD COMPANY(01211)$ $XIAOMI-W(01810)$ $TENCENT(00700)$ Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAT System https://bit.ly/tawpro. Disclaimer:&n

$03750$ China’s EV sector stands out as a high-growth opportunity, driven by strong government support, global cost leadership, and rapid domestic adoption.

$思格新能(06656)$  

Introduction – $HSI(HSI)$ recent selling pressure in context The Hang Seng Index experienced a pullback during the Sep–Nov 2025 period, with the decline limited to less than 10%. This contrasts with earlier corrections in 2024 and early 2025, which were deeper (over 15%) and longer in duration, suggesting recent selling pressure has been more measured and controlled. Comparison with prior corrections Previous downturns saw sharper drawdowns and more aggressive follow-through selling. The latest correction was relatively shallower and shorter, indicating reduced downside momentum. Pattern and price behaviour Price had broken out of an ascending triangle, a pattern where higher lows press against a relatively flat resistance, often reflecting bu

The transmission of this surge in commodities, particularly energy, to core PCEs will not be immediately apparent, and Goldman expects to peak in the fourth quarter of 2026 (about 0.35 percentage points). That means even if world peace is declared tonight, the lagging effect of inflation will keep the Fed on the pins for months ahead

In this video, I take a step back to look at the bigger picture behind the recent price action in the $HSI(HSI)$ . A major long-term level is coming into focus, and I’m starting to see an interesting structure forming on the chart that could shape what happens next. I’ll walk you through the key zones the market is reacting to, how I interpret these reactions, and what they could potentially mean going forward. Short-term trading using DLC: https://dlc.socgen.com/ Short-term trading using Warrants: https://warrants.com.sg Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAT System https://bit.ly/taw

If Hong Kong’s stock market were a mosaic rather than a monolith, today would be the moment when you stop inspecting individual tiles and step back a few paces. Some pieces gleam with speculative polish, others look worn but dependable, and a few are still being pressed into place by capital that knows something is changing but hasn’t yet decided how fast it wants to move. Not one market — many ideas converging into something coherent This is not a rerun of an old tech rally, nor a simple relief bounce after a soft prior year. What I see instead is a market quietly reorganising itself around three patterns: a reshaping of the investible universe through high-technology IPOs, the continued gravitational pull of established technology and new-energy leaders, and a rotation into robotics and

$POP MART(09992)$ gained +8.8% over the week (2-6 Feb 2026), supported by sustained positive sentiment around its upcoming product launches. Strong market interest in its non-LABUBU series, including the PUCKY Knock and Stary Heartbeat Series, together with the recent launch of its share repurchase program, helped bolster investor confidence. Pop Mart's share price is currently trading firmly above its 50-day, 100-day, and 200-day moving averages, reflecting the positive price momentum observed throughout the week as investor confidence continues to build. Tracking the underlying, the $Popmart 5xLongSG271216(FNYW.SI)$ rallied about 40%, while the $Popmart 5xSh

700.k has potential to double within 5 years driven by its integration of AI into its core gaming and social media businesses, high profitability, and a generally undervalued stock price.