master still not feeling well, my blood pressure very high at near 140/95 levels (normally I am 120+/80+) doctor ask me to rest more... in future eat less salty and better manage my stress next week will likely not make any videos, will just rest it out and relax safer good luck and take care all Alibaba 90usd/88hkd strong support no scared ok ^_^
Be well ML. Thx for the videos this week on your off days. I paper hand today. Don't like the China hawks and warmongers in Trump's administrations. Will sit on the side lines with cash and watch. Have a nice weekend.
in the report they mentioned AIDC and Cainiao's EBITDA are heavily down because they were reinvesting into the business. It would be interesting to see separately how much they are investing, and how much is the business itself generating hm
The EMA100 in US ADRs has been given up maybe that's the Burry effect. The past three time this has happened there was a reversal two or three days later. US Tech tanks so Monday won't be a good day anyway.
i do not like PDD as i feel its very shady a lot of cash but no dividends no buybacks pls watch my coverage on pdd why i think its a bad company ruclips.net/video/FPjlTy0g-Lk/видео.html
However in the international segment Amazon launches its direct shipping from China to overseas customers service. Will it be a competitor against SEA and Baba?
amazon very late to the game especially Asia market they unable to penetrate amazon will be able to defend their US market share but capturing overseas market has not been successful for them
@@liudaniel6656 not wise to attack US market, wait kanna ban like tiktok its a huge loss alibaba has no office no staff in US, they only have a online platform aliexpress that match china manufacturers with us merchants that's all just a online middle man is safer... suggest u watch my past deep dives on alibaba i covered this before.. alibaba is making the right move pdd taking a lot of risk with temu betting big on US
u can check out their earnings calls, they have been explaining that they burning cash to grow the AI and Cloud biz www.fool.com/earnings/call-transcripts/2024/08/15/alibaba-group-baba-q2-2024-earnings-call-transcrip/
Now everything messed up thanks to Trump. US tech had their major pull back yesterday becos of inflation fears and higher interest rates. Which Baba also was collateral damage..
Lazada culture is very dodgy compared to SEA. Just spoke to ex-staff (young staff), culture is “very BABA”, meaning alot of entertainment spend waste time carrying balls of boss etc.
there was a period of mismanagement in lazada but they have totally revamped things already, have to give it time to play out nonelessly they have been burning cash over the past half decade and now e-commerce in asia is basically a duopoly between shopee and lazada lazada needs to improve more for sure nowadays a lot of lazada staff bad mouth them cause of the layoffs www.channelnewsasia.com/singapore/lazada-layoffs-retrenchment-job-cuts-employees-4024746
master still not feeling well, my blood pressure very high at near 140/95 levels (normally I am 120+/80+)
doctor ask me to rest more... in future eat less salty and better manage my stress
next week will likely not make any videos, will just rest it out and relax safer
good luck and take care all
Alibaba 90usd/88hkd strong support no scared ok ^_^
Looks like Baba is stabilising. Rest up, master! We'll miss your vids. Come back stronger! Health is wealth!
90USD is the pre-stimulus announcement levels, seems like a key level to look out for opportunities
@@georgetan6012 yes $90 usd is sept 23 price as china announced the stimulus on sept 24
Be well ML. Thx for the videos this week on your off days. I paper hand today. Don't like the China hawks and warmongers in Trump's administrations. Will sit on the side lines with cash and watch. Have a nice weekend.
Master must take care and rest well.. nothing more important than health..
You are the most truthful analyst, don't bother the other youtuber. Not following them Jak Sai
Take care ml, rest as much as you need and come back stronger! Appreciate your content
We appreciate all your efforts. Thanks for coming out for the people, even whilst you need rest 🙏🙏🙏
today master give u all double meow meow attack kekeke
Master Leong thank you very much for the update. Appreciate your effort although you are not feeling well.
Calm down la master... if u always right u wont be here doing youtube liao.. haha.. thanks for all the sharing.. you the best!😂
in the report they mentioned AIDC and Cainiao's EBITDA are heavily down because they were reinvesting into the business. It would be interesting to see separately how much they are investing, and how much is the business itself generating hm
Despite baba drop 3% after earning, thanks for making the video today.
Hope fast recovery for ML
The EMA100 in US ADRs has been given up maybe that's the Burry effect. The past three time this has happened there was a reversal two or three days later. US Tech tanks so Monday won't be a good day anyway.
Miss your live streams and kopi talk. Get well soon ML 🎉😂❤
Master huat ah💪💪💪🚀🚀🚀
Hello master leong please rest if you are not feeling well
Master, BABA closed at 80.7 in HK today...
Any comments?
will be streaming tonight since u are like the 101th person asking this...
Pre-market went up well. Hope the momentum can continue to HK market next week.
How do you see PDD tepper see it clear
i do not like PDD as i feel its very shady a lot of cash but no dividends no buybacks
pls watch my coverage on pdd why i think its a bad company
ruclips.net/video/FPjlTy0g-Lk/видео.html
When is a dangerous level for you for Alibaba master? 80?
below $70 i margin call liao $75 i will try to start doing top up to prevent this from happening maybe at $80 level to be safer
However in the international segment Amazon launches its direct shipping from China to overseas customers service. Will it be a competitor against SEA and Baba?
amazon very late to the game especially Asia market they unable to penetrate
amazon will be able to defend their US market share but capturing overseas market has not been successful for them
Master , any way Alibaba can crush Amazon in USA and be a market leader ?
@@liudaniel6656 not wise to attack US market, wait kanna ban like tiktok its a huge loss
alibaba has no office no staff in US, they only have a online platform aliexpress that match china manufacturers with us merchants that's all
just a online middle man is safer... suggest u watch my past deep dives on alibaba i covered this before.. alibaba is making the right move
pdd taking a lot of risk with temu betting big on US
@@MasterLeong888Temu is disliked by the Republicans. High chance it will get banned in the US next year when Trump admin takes over
hello, why you ignored FCF drop? this is a really concerrning drop
u can check out their earnings calls, they have been explaining that they burning cash to grow the AI and Cloud biz
www.fool.com/earnings/call-transcripts/2024/08/15/alibaba-group-baba-q2-2024-earnings-call-transcrip/
pre-market open high but down -3%
This is bearish
add some stocks after it dropped, what is the target price u think
generally now HK market and chinese tech very cheap
First!
Now everything messed up thanks to Trump. US tech had their major pull back yesterday becos of inflation fears and higher interest rates. Which Baba also was collateral damage..
Lazada culture is very dodgy compared to SEA. Just spoke to ex-staff (young staff), culture is “very BABA”, meaning alot of entertainment spend waste time carrying balls of boss etc.
there was a period of mismanagement in lazada but they have totally revamped things already, have to give it time to play out
nonelessly they have been burning cash over the past half decade and now e-commerce in asia is basically a duopoly between shopee and lazada
lazada needs to improve more for sure
nowadays a lot of lazada staff bad mouth them cause of the layoffs
www.channelnewsasia.com/singapore/lazada-layoffs-retrenchment-job-cuts-employees-4024746
kr-asia.com/lazada-layoffs-an-outcome-of-a-sobering-reality-check-for-the-southeast-asian-e-commerce-company
Second
My average price for Baba was actually 77, then fomo went to buy at 111.50, now average price is 84. If go down further i want to load more baba!!!
i think 88/90 level now is a key support level see if u want more or not
if not just go for sg reits
@@MasterLeong888 ok