To The Moon

The core principle of trading after an earnings report is to react to new information, not to speculate on it beforehand. The market's reaction is driven by several factors beyond just beating or missing an EPS (Earnings Per Share) estimate. These include: Guidance: The company's future outlook is often more important than past performance. If a company beats on current earnings but provides weak guidance for the next quarter  or year, the stock can sell off. This is a common reason for a "beat and crash" scenario. Revenue vs. Profit: How the company makes its money matters. A company could beat on EPS by cutting costs, but if revenue growth is stagnant or declining, it may be a bad sign for the long term. Analyst Estimates and Whisper Numbers: The market reacts to surprises. If a com

Navigating the market after a company's earnings report can be a complex and fast-paced endeavor. The following information provides insights into how JD.com (JD) and NetEase (NTES) have historically performed post-earnings, along with some general trading considerations. ​General Considerations for Post-Earnings Trading ​✅️ Understand the "Why" The most important thing is not just whether a company beat or missed expectations, but why. Dive into the earnings report and conference call to understand the drivers of the results. Was the beat due to one-time gains or a change in the core business? Were the misses related to temporary headwinds or a fundamental shift in the company's outlook? ​✅️ Analyze the Guidance The company's future outlook (guidance) is often more impactful than the past

JD earnings is decent, actually beat estimate but share price went down to 31 afterwards. I think it will recover fast as the business is still growing and revenue rising

Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil

Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil

$JD.com(JD)$ $NetEase(NTES)$ The market is buzzing as JD.com, NetEase, and Tencent unveil their Q2 2025 earnings, painting a mixed picture of triumph and turbulence. JD.com’s net revenue soared to RMB 356.66 billion, a 22.4% year-over-year jump that crushed the RMB 335.45 billion estimate, though adjusted net profit dipped to RMB 7.4 billion from RMB 14.5 billion last year. Tencent impressed with Q2 revenue of 184.50 billion yuan, beating the 178.94 billion yuan forecast, and a net profit of 55.63 billion yuan, topping the 50.83 billion yuan estimate. Meanwhile, NetEase stumbled, posting RMB 27.9 billion in revenue below expectations and a net profit of RMB 9.5 billion, with gaming revenue underperforming d

HODL JD, business upside with stimulus.

Tencent Beats Earnings! Can NetEase Ride the Gaming Tailwind? 🎮🚀 The Chinese gaming giant Tencent ($TENCENT(00700)$  ) has once again reminded the market why it’s a heavyweight — delivering an earnings beat that sent a positive ripple through the tech sector. Revenue climbed on stronger-than-expected gaming and advertising performance, while net profit outpaced consensus thanks to cost discipline and solid engagement across its blockbuster titles. But here’s the real question: If Tencent’s gaming engine is revving, can rival NetEase ($NetEase(NTES)$  ) catch the same wind in its sails? 📊 Tencent’s Momentum Tencent’s latest quarter showed resilience despite a mixed macro backdrop in Ch

No opinion..just sharing and posting

Thank you.  Great knowledge for a beginner

After the Hong Kong stock market closed on August 13, $TENCENT(00700)$ released its Q2 2025 financial report.Following a significant beat of expectations in Q1 driven by its dual engines of gaming and advertising, Tencent continued its double-digit growth trend in both revenue and profit, with standout performance in international gaming, Video Account advertising, and cloud services.The core highlight lies in AI technology fully realizing its commercial potential, driving profit margin improvements across the three key business segments of games, advertising, and enterprise services. The company continues to increase investments in AI foundational models, game content generation, and advertising placement, with capital expenditures and R&D s

In the global investment landscape, the Nasdaq, S&P 500, and Dow Jones have long been seen as the benchmark indicators for U.S. markets. But as China’s capital markets open up further, its core indices — the CSI 300, SSE 50, and CSI 500 — are drawing increasing attention from international investors.This article breaks down what these indices mean, compares the U.S. and Chinese markets, and shows you how to gain exposure to Chinese assets through ETFs in a simple, beginner-friendly way.1.What Are the “Big Three” in the U.S. and China?Let’s start with the most famous “American trio” — the U.S. market’s three major indices:Nasdaq CompositeHeavyweight in tech stocks, market-cap weighted. Apple, Microsoft, and NVIDIA alone make up roughly 30% of its market cap.Smaller fluctuations, bigger

In the global investment landscape, the Nasdaq, S&P 500, and Dow Jones have long been seen as the benchmark indicators for U.S. markets. But as China’s capital markets open up further, its core indices — the CSI 300, SSE 50, and CSI 500 — are drawing increasing attention from international investors.This article breaks down what these indices mean, compares the U.S. and Chinese markets, and shows you how to gain exposure to Chinese assets through ETFs in a simple, beginner-friendly way.1.What Are the “Big Three” in the U.S. and China?Let’s start with the most famous “American trio” — the U.S. market’s three major indices:Nasdaq CompositeHeavyweight in tech stocks, market-cap weighted. Apple, Microsoft, and NVIDIA alone make up roughly 30% of its market cap.Smaller fluctuations, bigger

I am interested in the upcoming interim reports from some of the biggest constituents in the Hang Seng Index. Tencent Holdings will disclose its report on Wednesday, while Alibaba is scheduled for Friday. I am particularly focused on Tencent's release, which should be imminent. I find the timing of these reports exciting, as they could provide valuable insights into the performance of these major Chinese companies. Tencent, with its diverse portfolio in gaming, social media, and technology, and Alibaba, a giant in e-commerce and cloud computing, are key players. I am curious to see how their results reflect the current economic climate in China. I anticipate that Tencent's $TENCENT(00700)$   report today c

BYD Company Ltd ( $BYD COMPANY(01211)$ ) – Technical Analysis Historical Resistance Turned Support: The chart highlights a key horizontal level (~HKD 108) that acted as resistance in 2021 and 2022. Role Reversal: This same level is now serving as support after the recent pullback from highs near HKD 160. Current Price Action: Price has recently rebounded from this support zone (~HKD 110–108), suggesting buyers are stepping in at this historically significant area. Outlook: Holding above support could keep the medium-term structure intact, while a decisive break below could open the way for deeper retracement. Using DLCs for Short-Term Trading Long DLCs (e.g. $BYD 5xLongSG251216(VLSW.SI)$ ): Suitable

Key Earnings Release Schedule Tencent Holdings is set to report its interim results on Wednesday. Alibaba Group is scheduled to report Friday, with its corresponding ADR likely updating around that time.  These reports will be principal catalysts for investor sentiment across the Hang Seng Index and its tech-heavy counterparts. --- What to Watch: Earnings Catalysts & Risks Tencent Holdings (Wednesday) Though specifics for 2025 aren’t yet available, Tencent’s 2024 interim results demonstrated robust growth: 6-month profit attributable to shareholders rose 72% YoY to RMB 89.5 billion Operating profit jumped 39%, IFRS EPS climbed 75% YoY  Expectations: Investors will look for sustainability in revenue growth (gaming, FinTech, cloud) and margin expansion. Any commentary on AI, re

Upcoming Earnings Date Alibaba Group (HKEX:  $BABA-W(09988)$ ) is expected to release its next earnings report on August 14, 2025 Technical Chart Analysis Triangle Breakout: The stock has broken out of a descending triangle, suggesting a shift from consolidation to potential bullish momentum. Flag Pattern Emerging: A flag-like formation now appears—a classic continuation signal hinting at further upside if breakout sustains. Momentum Pickup: Recent price action shows strength, validating the breakout and continuation setup. Using DLCs (Daily Leverage Certificates) for Short-Term Trading Long DLCs (e.g. $Alibaba 5xLongSG251113(DKPW.SI)$ ): Ideal if anticipating continuation after triangle breakout. Of

$Tencent Music(TME)$ Q2 delivered "high-quality revenue and profit growth": revenue, profit, and gross margin all exceeded the same period last year, driven by double-digit growth in subscriptions and ARPPU. Social entertainment continued to contract but the drag was manageable. Advertising and SVIP contributed incremental growth, while operating cash flow faced pressure quarter-on-quarter and MAU saw a slight decline—two key signals to monitor.Although the stock price surged by 19% after the earnings report, it remains undervalued from a valuation perspective, with a TTM P/E ratio of around 26 times. Assuming an implied growth rate of 15-20%, the PE ratio for 2026 could reach around 20 times. In comparison, the forward PE ratio for

$Sea Ltd(SE)$ delivered a strong financial report that exceeded market expectations this quarter, with both revenue and gross profit growing rapidly. All three major business segments (Shopee, Garena, and SeaMoney) recorded significant progress, with improved profitability in the e-commerce and digital finance sectors standing out as highlights.EPS was slightly below analysts' consensus estimates, possibly reflecting short-term pressure from rising costs, which also sparked some market concern about cost control. However, the 19% surge in share prices indicates that investors' recognition of growth momentum far outweighs any flaws.Key points to watchE-commerce driven by both volume and price: high order growth + improved take rate structure (adverti

$Alibaba(BABA)$ $TENCENT(00700)$ The spotlight shines on China’s tech giants as Tencent Holdings (0700.HK) and Alibaba Group (9988.HK) prepare to unveil their interim reports this week, with Tencent reporting on Wednesday, August 13, 2025, and Alibaba on Friday, August 15, 2025. These heavyweights of the Hang Seng Index, which has climbed 2.3% recently, are poised to influence a potential $44 billion rally in China’s tech sector. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27 reflecting global bullishness, yet tariffs (30% on EU/Mexico, 35% on Canada) and geopolitical tensions (Israel-Iran conflict, oil at $75/barrel) adding uncertainty, the stakes are high. Can Tencent and Alibaba’s earnings d

After the Hong Kong stock market closed on August 13, $TENCENT(00700)$ released its Q2 2025 financial report.Following a significant beat of expectations in Q1 driven by its dual engines of gaming and advertising, Tencent continued its double-digit growth trend in both revenue and profit, with standout performance in international gaming, Video Account advertising, and cloud services.The core highlight lies in AI technology fully realizing its commercial potential, driving profit margin improvements across the three key business segments of games, advertising, and enterprise services. The company continues to increase investments in AI foundational models, game content generation, and advertising placement, with capital expenditures and R&D s

$Sea Ltd(SE)$ delivered a strong financial report that exceeded market expectations this quarter, with both revenue and gross profit growing rapidly. All three major business segments (Shopee, Garena, and SeaMoney) recorded significant progress, with improved profitability in the e-commerce and digital finance sectors standing out as highlights.EPS was slightly below analysts' consensus estimates, possibly reflecting short-term pressure from rising costs, which also sparked some market concern about cost control. However, the 19% surge in share prices indicates that investors' recognition of growth momentum far outweighs any flaws.Key points to watchE-commerce driven by both volume and price: high order growth + improved take rate structure (adverti

$Tencent Music(TME)$ Q2 delivered "high-quality revenue and profit growth": revenue, profit, and gross margin all exceeded the same period last year, driven by double-digit growth in subscriptions and ARPPU. Social entertainment continued to contract but the drag was manageable. Advertising and SVIP contributed incremental growth, while operating cash flow faced pressure quarter-on-quarter and MAU saw a slight decline—two key signals to monitor.Although the stock price surged by 19% after the earnings report, it remains undervalued from a valuation perspective, with a TTM P/E ratio of around 26 times. Assuming an implied growth rate of 15-20%, the PE ratio for 2026 could reach around 20 times. In comparison, the forward PE ratio for

$JD.com(JD)$ $NetEase(NTES)$ The market is buzzing as JD.com, NetEase, and Tencent unveil their Q2 2025 earnings, painting a mixed picture of triumph and turbulence. JD.com’s net revenue soared to RMB 356.66 billion, a 22.4% year-over-year jump that crushed the RMB 335.45 billion estimate, though adjusted net profit dipped to RMB 7.4 billion from RMB 14.5 billion last year. Tencent impressed with Q2 revenue of 184.50 billion yuan, beating the 178.94 billion yuan forecast, and a net profit of 55.63 billion yuan, topping the 50.83 billion yuan estimate. Meanwhile, NetEase stumbled, posting RMB 27.9 billion in revenue below expectations and a net profit of RMB 9.5 billion, with gaming revenue underperforming d

$Alibaba(BABA)$ $TENCENT(00700)$ The spotlight shines on China’s tech giants as Tencent Holdings (0700.HK) and Alibaba Group (9988.HK) prepare to unveil their interim reports this week, with Tencent reporting on Wednesday, August 13, 2025, and Alibaba on Friday, August 15, 2025. These heavyweights of the Hang Seng Index, which has climbed 2.3% recently, are poised to influence a potential $44 billion rally in China’s tech sector. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27 reflecting global bullishness, yet tariffs (30% on EU/Mexico, 35% on Canada) and geopolitical tensions (Israel-Iran conflict, oil at $75/barrel) adding uncertainty, the stakes are high. Can Tencent and Alibaba’s earnings d

Navigating the market after a company's earnings report can be a complex and fast-paced endeavor. The following information provides insights into how JD.com (JD) and NetEase (NTES) have historically performed post-earnings, along with some general trading considerations. ​General Considerations for Post-Earnings Trading ​✅️ Understand the "Why" The most important thing is not just whether a company beat or missed expectations, but why. Dive into the earnings report and conference call to understand the drivers of the results. Was the beat due to one-time gains or a change in the core business? Were the misses related to temporary headwinds or a fundamental shift in the company's outlook? ​✅️ Analyze the Guidance The company's future outlook (guidance) is often more impactful than the past

$Alibaba(BABA)$ $TENCENT(00700)$ The week of August 11-15, 2025, brings a critical spotlight to China’s tech giants as Tencent Holdings and Alibaba Group unveil their interim reports, shaping the Hang Seng Index and global investor sentiment. With Tencent reporting on Wednesday, August 13, and Alibaba on Friday, August 15, expectations are high amid a 14% Hang Seng Tech Index rally and tariff uncertainties (30% on EU/Mexico, 35% on Canada). The S&P 500 at 6,297.36 and Nasdaq at 20,884.27 reflect a bullish U.S. market, but China’s tech sector faces unique pressures from AI investments and domestic consumption shifts. Unpack the forecasts, key catalysts, and trading strategies to navigate this high-sta

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$Tencent Music(TME)$ is scheduled to release its Q2 2025 financial results on Tuesday, August 12, 2025, before the U.S. market opens. As a leading online music and audio entertainment platform in China, the report will be closely watched by investors. Analyst Estimates: The consensus forecast for Q2 2025 is an EPS of approximately $0.19 to $0.20 per share and revenue around RMB 7.97 billion. A beat or miss on these expectations will likely drive the initial market reaction. Tencent Music Entertainment (TME) Fiscal Q1 2025 Earnings Summary Tencent Music Entertainment (TME) reported a strong fiscal Q1 2025, demonstrating the success of its strategy to focus on its core music subscription services. The company's earnings more than doubled year-over-ye

In the global investment landscape, the Nasdaq, S&P 500, and Dow Jones have long been seen as the benchmark indicators for U.S. markets. But as China’s capital markets open up further, its core indices — the CSI 300, SSE 50, and CSI 500 — are drawing increasing attention from international investors.This article breaks down what these indices mean, compares the U.S. and Chinese markets, and shows you how to gain exposure to Chinese assets through ETFs in a simple, beginner-friendly way.1.What Are the “Big Three” in the U.S. and China?Let’s start with the most famous “American trio” — the U.S. market’s three major indices:Nasdaq CompositeHeavyweight in tech stocks, market-cap weighted. Apple, Microsoft, and NVIDIA alone make up roughly 30% of its market cap.Smaller fluctuations, bigger

In the global investment landscape, the Nasdaq, S&P 500, and Dow Jones have long been seen as the benchmark indicators for U.S. markets. But as China’s capital markets open up further, its core indices — the CSI 300, SSE 50, and CSI 500 — are drawing increasing attention from international investors.This article breaks down what these indices mean, compares the U.S. and Chinese markets, and shows you how to gain exposure to Chinese assets through ETFs in a simple, beginner-friendly way.1.What Are the “Big Three” in the U.S. and China?Let’s start with the most famous “American trio” — the U.S. market’s three major indices:Nasdaq CompositeHeavyweight in tech stocks, market-cap weighted. Apple, Microsoft, and NVIDIA alone make up roughly 30% of its market cap.Smaller fluctuations, bigger

Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil

Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil

Last Week's RecapThe US Market - The Nasdaq closed at record as Apple shares ralliedU.S. stocks staged a strong rebound last week despite mixed sector performances and notable intraday volatility. The Nasdaq led the charge, closing at a record high on Friday, boosted by Apple’s rally. The S&P 500 and the Dow also ended the week higher.Apple’s surge lifted both the Nasdaq and the S&P 500’s tech sector. Shares of the iPhone maker jumped 13% after the company unveiled a new $100 billion commitment to America, a significant acceleration of its U.S. investment that now totals $600 billion over the next four years. For the week, the S&P 500 gained 2.4%, while the Nasdaq advanced 3.9%.Trump announced a 100% tariff on imported semiconductors and chips, with exemptions for companies man

Tencent Beats Earnings! Can NetEase Ride the Gaming Tailwind? 🎮🚀 The Chinese gaming giant Tencent ($TENCENT(00700)$  ) has once again reminded the market why it’s a heavyweight — delivering an earnings beat that sent a positive ripple through the tech sector. Revenue climbed on stronger-than-expected gaming and advertising performance, while net profit outpaced consensus thanks to cost discipline and solid engagement across its blockbuster titles. But here’s the real question: If Tencent’s gaming engine is revving, can rival NetEase ($NetEase(NTES)$  ) catch the same wind in its sails? 📊 Tencent’s Momentum Tencent’s latest quarter showed resilience despite a mixed macro backdrop in Ch

📊 China ADR Earnings — Can Tencent & Alibaba Deliver a Surprise Upside? This week could set the tone for the entire China tech trade. Two of the biggest names — Tencent ($TENCENT(00700)$   / $Tencent Holding Ltd.(TCEHY)$  ) and Alibaba ($BABA-W(09988)$   / $Alibaba(BABA)$  ) — are about to report, and together they represent not just a huge slice of the Hang Seng Index, but also the mood barometer for China ADR sentiment in the U.S. 📅 Tencent reports Wednesday, followed by Alibaba on Friday. For traders, this is prime volatility season. For long-term investors, it’s a chance

TigerGPT Answer: **Financial Forecast Data:** - **Earnings Per Share (EPS):** Estimated at 3.31 CNY for Q2 2025, compared to 4.68 CNY in Q2 2024. This represents a decrease of approximately 29.27%. - **Total Revenue:** Estimated at 335,647,607,380 CNY for Q2 2025, compared to 291,397,000,000 CNY in Q2 2024. This represents an increase of approximately 15.19%. - **EBIT:** Estimated at 7,099,774,000 CNY for Q2 2025, compared to 11,596,000,000 CNY in Q2 2024. This represents a decrease of approximately 38.73%. **Significance of Changes:** - The decrease in EPS and EBIT indicates potential challenges in profitability, possibly due to increased operational costs or competitive pressures. - The increase in total revenue suggests growth in sales or market e

I am interested in the upcoming interim reports from some of the biggest constituents in the Hang Seng Index. Tencent Holdings will disclose its report on Wednesday, while Alibaba is scheduled for Friday. I am particularly focused on Tencent's release, which should be imminent. I find the timing of these reports exciting, as they could provide valuable insights into the performance of these major Chinese companies. Tencent, with its diverse portfolio in gaming, social media, and technology, and Alibaba, a giant in e-commerce and cloud computing, are key players. I am curious to see how their results reflect the current economic climate in China. I anticipate that Tencent's $TENCENT(00700)$   report today c

Key Earnings Release Schedule Tencent Holdings is set to report its interim results on Wednesday. Alibaba Group is scheduled to report Friday, with its corresponding ADR likely updating around that time.  These reports will be principal catalysts for investor sentiment across the Hang Seng Index and its tech-heavy counterparts. --- What to Watch: Earnings Catalysts & Risks Tencent Holdings (Wednesday) Though specifics for 2025 aren’t yet available, Tencent’s 2024 interim results demonstrated robust growth: 6-month profit attributable to shareholders rose 72% YoY to RMB 89.5 billion Operating profit jumped 39%, IFRS EPS climbed 75% YoY  Expectations: Investors will look for sustainability in revenue growth (gaming, FinTech, cloud) and margin expansion. Any commentary on AI, re

Upcoming Earnings Date Alibaba Group (HKEX:  $BABA-W(09988)$ ) is expected to release its next earnings report on August 14, 2025 Technical Chart Analysis Triangle Breakout: The stock has broken out of a descending triangle, suggesting a shift from consolidation to potential bullish momentum. Flag Pattern Emerging: A flag-like formation now appears—a classic continuation signal hinting at further upside if breakout sustains. Momentum Pickup: Recent price action shows strength, validating the breakout and continuation setup. Using DLCs (Daily Leverage Certificates) for Short-Term Trading Long DLCs (e.g. $Alibaba 5xLongSG251113(DKPW.SI)$ ): Ideal if anticipating continuation after triangle breakout. Of