Actually China GDP growth is 4.8%. US GDP growth is 2.8%.. India GDP growth is 7%.. yet western analysts keep saying china’s economy is crashing.. if China keeps growing at this rate, they will be the world’s largest economy soon
Today i bought mpact again , same as last time price at 1.23. waited for it to come to this price. If it drops to 1.1, of 1.0, just buy more... Queue keppel reits at 8.70, can't get.. will queue tomorrow. Waiting for 2800 to go 19.00 to dca. Each 0.50 drop, dca...
ML !!! Haidilao Singapore will permanently close its Downtown East outlet on Dec. 31, 2024. In a Facebook post on Nov. 13, the hotpot chain said in its closure notice that it will be serving its last order at 10pm on the same day.
baba should be at support level sept 23 prices before announcement of stimulus all gains on stimulus announcement loss already as fear of trump tariffs
1/ does Tencent still have it s 5% of Tesla outstanding shares? Does anybody tracked that precisely? 2/ It would be interesting the payment and wealth management growth in oct to decembre 2024 quarter. That is after the annoncement of Chinese stimulus.
okay david tepper and micheal burry got buy but i do not like bidu as much as the mgmt like not so active in rewarding shareholders they need more sharebuybacks and pay dividends
Master , can I check with you.. I have 2000 suntec reits and dividends given is only $2.60 at $0.0013 per share. How can it be? My average price is $1.33. this means dividend only at 0.09%?? This is worst than bank. Was there a mistake?
@@MasterLeong888 hi master, could you explain why its reasonable to strip it off? Based on the annual report, it seems like loss from investment income is a norm and every year also got loss. Or is it just because you want to value Baba's operation side of things only. Thanks for the help in advance for learning purposes
Im trying to calculate the values myself too. Using values from year ended march 31 annual report, net income for shareholders is 79.7B, adding back the investment income losses, which is around 9.9B, gives a value of around 89.6B. As of Sept 30 2024, there's around 18 billion shares, this gives us EPS of 4.97. Taking today's price divided by EPS 88.59/4.97, that's around 17.82. Is my calculation somewhere wrong? Still far off from 10x
Congrats Tulip. I stopped buying for a while. No more bullets and the market behaviour is unpredictable nowadays.. somewhere between inflation going down or reaccelerating thanks to Trump..
![Seungmin "그렇게, 천천히, 우리(As we are)" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/kAzmhLHePqU/mqdefault.jpg)
Thank you for producing video despite your condition.
Thank u !!! U r credible n responsible :)
Rest well ML. Thanks for the coverage.
Awesome performance by Tencent !
Warm wishes from Thailand..😊 Master gets well soon ..
Thanks for sharing Master. Pls take good care
Glad you are okay to do a short video 👍, do have balance diet and good rest! Go China! 😊
Thanks 🙏🙏🙌🙌🙏🙏
Actually China GDP growth is 4.8%. US GDP growth is 2.8%.. India GDP growth is 7%.. yet western analysts keep saying china’s economy is crashing.. if China keeps growing at this rate, they will be the world’s largest economy soon
It's the trend that's why
Take good care of yourself.
get well soon!
Nice..
Today i bought mpact again , same as last time price at 1.23. waited for it to come to this price. If it drops to 1.1, of 1.0, just buy more...
Queue keppel reits at 8.70, can't get.. will queue tomorrow.
Waiting for 2800 to go 19.00 to dca. Each 0.50 drop, dca...
ML !!! Haidilao Singapore will permanently close its Downtown East outlet on Dec. 31, 2024.
In a Facebook post on Nov. 13, the hotpot chain said in its closure notice that it will be serving its last order at 10pm on the same day.
The share price has been dipping for past 7 Oct 😢….. hope to see some revival soon.
Hi Master, thanks for the analysis. I would like to ask your thoughts on Baba as it has seemed below 89 today. I bought in at all time high last Oct😢
baba should be at support level sept 23 prices before announcement of stimulus
all gains on stimulus announcement loss already as fear of trump tariffs
1/ does Tencent still have it s 5% of Tesla outstanding shares?
Does anybody tracked that precisely?
2/
It would be interesting the payment and wealth management growth in oct to decembre 2024 quarter. That is after the annoncement of Chinese stimulus.
think they divested the 5% stake in tesla already gg
ML get well soon!!! 🐉🐉
Do you think Bidu is a good company, Master. I see the price came down to below my average price, but not sure if good to add more stocks
okay david tepper and micheal burry got buy
but i do not like bidu as much as the mgmt like not so active in rewarding shareholders
they need more sharebuybacks and pay dividends
Master, what's happening to you? Takes good care
high blood pressure and anxiety, very stressful being a china bull when it keeps falling then SPY DBS keep going up
@MasterLeong888 no worries, stocks market is the same like casino, musical chairs
I prefer to sleep well. So Tencent for me. Baba e-commerce has too much competition
Master , can I check with you..
I have 2000 suntec reits and dividends given is only $2.60 at $0.0013 per share. How can it be? My average price is $1.33. this means dividend only at 0.09%?? This is worst than bank. Was there a mistake?
Did you purchase them at different times? Did you purchase them all before the ex div date?
suntecreit.listedcompany.com/financial_calendar.html
DIVIDEND : SGD 0.0013
DIVIDEND : SGD 0.0145
got two dividends components
cant wait for baba
Master, do you see good results from JD?
no idea man tomorrow will cover see how it goes
hey master, isnt baba pe ratio 20 +? you mentioned in the vid its 10x
u need to stripe off the 1 offs from investment portfolio only look at operating earnings
@@MasterLeong888 I see, i will look into it, thanks!
@@MasterLeong888 thanks ill look into it!
@@MasterLeong888 hi master, could you explain why its reasonable to strip it off? Based on the annual report, it seems like loss from investment income is a norm and every year also got loss. Or is it just because you want to value Baba's operation side of things only. Thanks for the help in advance for learning purposes
Im trying to calculate the values myself too. Using values from year ended march 31 annual report, net income for shareholders is 79.7B, adding back the investment income losses, which is around 9.9B, gives a value of around 89.6B. As of Sept 30 2024, there's around 18 billion shares, this gives us EPS of 4.97. Taking today's price divided by EPS 88.59/4.97, that's around 17.82. Is my calculation somewhere wrong? Still far off from 10x
Congrats Tulip. I stopped buying for a while. No more bullets and the market behaviour is unpredictable nowadays.. somewhere between inflation going down or reaccelerating thanks to Trump..
Result good also useless, it's just not reflected in the stock price at all.