I have been collecting dividends for 3 years and DCA in HK market. DCA for another 1-2 more years won’t do any harm. Investing in HK market for these few years is the most memorable moment in my life time. I am lucky to be in this most depressed Chinese stocks of all time. Another 5-10 years I should be proud of myself 🩷
The key is now to have sufficient governance and shareholder returns so that sentiment is just a short-term auxiliary factor. If companies do not follow up with actual material returns, all the numbers are just considered as fake. Need huge returns of capital to assure investors that they aren't investing in an empty barn in the middle of nowhere.
No matter how skeptical people are on China Market but as long as companies are still growing stronger, sooner the foreign investors will come back for sure.
Just thinking aloud could the property hole be so big that the 6 trillion is not enough to cover the hole? I see the government doing different measures to shore up consumer confidence but the floor is not convinced.
analysts thinks its not enough so we got sold down today but CCP is doing their best to solve the issues of property, local gov debt and consumer sentiments.. they will keep pumping till they get there... will take months or a year not a single week
Master, if I still have bullets at current price, is it better to buy Ping An, China Telecom or HSBC? I was thinking either CT or HSBC since no WHT on dividend. What is your take ?
The tariffs by Trump sure got loophole one, as you understand he is a business man. At the last trade war he started back at year 2018, those products manufactured in China by a US company will get tariffs if it ships to US, the same product sold by the same company will not get tariffed when the manufacturing is not in China, So I believe those China companies where they have place their manufacturing hub out of the home soil, their products ship to US will not get tariffs. because the product label will not be "manufactured in China"
US dont have the workers to do factories. US is only able to do small scale pilot projects. Consider the opinion if Amercians will be keen to purchase 5000 - 6000 USD iphone if everything will be able to produce in USA. Considering the skilled manpower needs and also the iteration of production modification change asap. USA is difficult to change things and required many managers to meeting and also QA etc.. very long and very high cost
So US consumer prices will keep going up, prices of local products will also go up, which means more tax, which will be used to pay interest their debtors. BTW, China is one of the biggest holders of US debt. lol
The day i decided to invest in baba and then sequently saw a more than 50% loss, i got used to such volatility. 😅 I never over trade so i still have time at my side. 😂
Value investing means that we want to own a part of a company, so that we get a share of its returns over time, with potential for capital gain driven by catalysts. For folks who want to make a quick buck, don’t follow this philosophy, u need to follow trading philosophy which involves price action, Technical analysis and trending
Central bank policy advisor says fiscal stimulus may be between 1.5 trillion to 2.5 trillion. This is separate from the 6 trillion for local govt debt and 4 trillion for unused land purchases. Subject to NPC next week
@@MichaelandJello I believed the China & HK market has more or less bottomed. How fast can the market recover, no one knows. It's good to have positions in China/HK market but probably not all in. Diversification is the key.
Agree! I am geographically diversified and also diversified by industry. Also diversified into equities and bonds.. and property hahaha. Sounds like a lot but all quite small..
I think the HK and A-share market will rally only by next year because market sentiment is still bad. People are still skeptical. But, when earnings in China companies go up due to sales to EM instead of Developed markets then investors will come back for sure.
ya lor, i just collect dividends from my ping an link reit and icbc lor... slow bull i am ok just that my viewers all impatient all desperate for china rally keep complaining and whining its very tiring
@@MasterLeong888 yes. I think your collecting dividend while waiting is more bearable . Capital gains is at the mood of the crazy market, but dividend is certain
I have been collecting dividends for 3 years and DCA in HK market. DCA for another 1-2 more years won’t do any harm. Investing in HK market for these few years is the most memorable moment in my life time. I am lucky to be in this most depressed Chinese stocks of all time. Another 5-10 years I should be proud of myself 🩷
yeah very well said
@@MasterLeong888thank you ML for being with us. Without you I wouldn’t be holding this far. 🙏🏻 you make me really focus on companies not the index.
期指結算here in Hong Kong today . That’s why market is down.Like you said, good time to buy now
The key is now to have sufficient governance and shareholder returns so that sentiment is just a short-term auxiliary factor.
If companies do not follow up with actual material returns, all the numbers are just considered as fake.
Need huge returns of capital to assure investors that they aren't investing in an empty barn in the middle of nowhere.
Because Reuters never gets it right.
Reuters is quite accurate usually their leaks end up being true, the 10 trillion stimulus should be real just hope ccp upsize it to 15 or 20 trillion
Thanks 🙌🙌🙏🙏🙌🙌
Welcome 😊❤❤❤
No matter how skeptical people are on China Market but as long as companies are still growing stronger, sooner the foreign investors will come back for sure.
yes we focus on fundamentals i think ping an and alibaba will continue to grow strongly
The local banks crash have started…😂
Do u mean DBS, UOB, OCBC?
Meaning AK is wrong
you forgot 60% tariffs if trump gets elected. that would destroy any stimulus packager
China can stop selling to US and sell to the rest of the world instead
@ there is no margin in the rest of the world. Europe has their own tariffs incoming
Just thinking aloud could the property hole be so big that the 6 trillion is not enough to cover the hole? I see the government doing different measures to shore up consumer confidence but the floor is not convinced.
analysts thinks its not enough so we got sold down today
but CCP is doing their best to solve the issues of property, local gov debt and consumer sentiments.. they will keep pumping till they get there... will take months or a year not a single week
Master, if I still have bullets at current price, is it better to buy Ping An, China Telecom or HSBC? I was thinking either CT or HSBC since no WHT on dividend. What is your take ?
ping an holds 8% stake in HSBC easily buy now at below 50
telcos are fairly priced by defensive china mobile is the market leader which is safest
Bought more ping an $47.95 and 2800 at 20.60. Let’s hope the boat set sail next week ! 🎉
The tariffs by Trump sure got loophole one, as you understand he is a business man. At the last trade war he started back at year 2018, those products manufactured in China by a US company will get tariffs if it ships to US, the same product sold by the same company will not get tariffed when the manufacturing is not in China,
So I believe those China companies where they have place their manufacturing hub out of the home soil, their products ship to US will not get tariffs. because the product label will not be "manufactured in China"
they already breaking the loophole by shipping components to latin america where they do the final assembly in mexico and ship up to usa lol
@@MasterLeong888 how is that good for the chinese economy? all your labor costs are going to a different economy
Maybe everyone is immune to any news 😂 now, we just have to stick to the companies’ fundamentals and for a long term prospective!
US dont have the workers to do factories. US is only able to do small scale pilot projects. Consider the opinion if Amercians will be keen to purchase 5000 - 6000 USD iphone if everything will be able to produce in USA. Considering the skilled manpower needs and also the iteration of production modification change asap.
USA is difficult to change things and required many managers to meeting and also QA etc.. very long and very high cost
yeah very well said!
Good example is Intel which wanted to move manufacturing back to US. Mega fail, nearly tanked the company.
So US consumer prices will keep going up, prices of local products will also go up, which means more tax, which will be used to pay interest their debtors. BTW, China is one of the biggest holders of US debt. lol
USA digging its own grave
Yeah, doesn’t look like it will end well for US
Oh no~~~~~~
ML, now AssGX can buy SDR tencent alibaba BOC BYD via sgx… u think these SDRs can bye or not ah?
if u dont want to convert your sgd to hkd then just buy these SDR using SGD lor go for alibaba and tencent
Donald trump also wants to be president to stay out of jail 😂
yup that's why he will win
Oh no..EU upping additional tariff on all China EVs 18+10%
no feeling already haha
master are they pricing in for donald trump tariffs
ya many are fearful of trump tariffs thus the sell down
The day i decided to invest in baba and then sequently saw a more than 50% loss, i got used to such volatility. 😅
I never over trade so i still have time at my side. 😂
Patience will pay off
OHh lawd.
Value investing means that we want to own a part of a company, so that we get a share of its returns over time, with potential for capital gain driven by catalysts. For folks who want to make a quick buck, don’t follow this philosophy, u need to follow trading philosophy which involves price action, Technical analysis and trending
BYD selling into sgp.
SDR yeah good for sg investors
Master has the market considered Harris becoming president
1/3 chance Hamala 2/3 chance Trump
where baba? come on!
alibaba gone case already
CCB is bad word. Ban 😂
The market need no reasons to down ? HK market is manipulated by foreign funds?
foreigner investors fearful and sold to get out of HK market just that simple, why u always over think?
@@MasterLeong88810 trillions not enough 😅 for foreigners
Its like a crying wolf now… no one trust them anymore …
On the other hand, US big tech continue to go higher.
everyone bullish US market and bearish china market, will u follow them?
i am a contrarian i doing the opposite haha
US really nohorserun, stocks up ath crypto up.
@@temasekb US up up up more and more people fomo and buy, the bubble gets bigger and bigger
HK Land up 15%. Sell or keep for dividends?
@@zc2022 i covered it yesterday fair value 0.5 to 1 times book
People are optimistic about china market but their citizens are skeptical and niaoji
Will you cover alphabet earnings?
dont think so overloaded already
tonight got icbc boc byd china life i think
Central bank policy advisor says fiscal stimulus may be between 1.5 trillion to 2.5 trillion. This is separate from the 6 trillion for local govt debt and 4 trillion for unused land purchases. Subject to NPC next week
nice, seems like market disappointed with the numbers gg
short term red but mid/long term i feel ok leh
Same here, I feel this is the bottom already. 2025 will see the benefits of the stimulus. Market does forward pricing so cross fingers.
@@MichaelandJello I believed the China & HK market has more or less bottomed. How fast can the market recover, no one knows. It's good to have positions in China/HK market but probably not all in. Diversification is the key.
Agree! I am geographically diversified and also diversified by industry. Also diversified into equities and bonds.. and property hahaha. Sounds like a lot but all quite small..
The more it drop, the more i buy✌️
I think the HK and A-share market will rally only by next year because market sentiment is still bad. People are still skeptical. But, when earnings in China companies go up due to sales to EM instead of Developed markets then investors will come back for sure.
ya lor, i just collect dividends from my ping an link reit and icbc lor... slow bull i am ok
just that my viewers all impatient all desperate for china rally keep complaining and whining its very tiring
@@MasterLeong888 yes. I think your collecting dividend while waiting is more bearable . Capital gains is at the mood of the crazy market, but dividend is certain
Drop more BUY MORE !! ICBC CCB . GREEN DRAGON ATTACH HUAT AH
nice!
CCB is bad word. Ban 😂