[sgbuffett]

Anyway the US markets are mostly priced at 30x earnings.  China markets now only 10x earnings.  No brainer

Follow ML's calls argghhh! :laughiing

When people say priced in its a valuation concept that imply stocks are not cheap.

But the chances of expensive stock become more expensive is there. This how Soros lost his pants shorting Nasdaq at thinking  it is expensive and it ran up to 6000.

Chinese stocks are famous for being cheap becoming cheaper. ....every year for last 3 yrs its same old story.

If you are buying stocks based on valuation you should buy and lock them up for a few years because 6-12 months the movement has nothing to do with valuation.....sometimes after 5yrs then price start to correlate  with valuation.

Since this thread everyday peopñe come here to KPKB when China stocks sink and rise. They should be mindful about what moves the market in the short term.

If the market is fearful of Trump it doesn't matter if the stock is cheap ...it will go down.

If people are not confident of China stimulus you KPKB China stocks cheap ...they become  cheaper.

[Zannn]

When people say priced in its a valuation concept that imply stocks are not cheap.

But the chances of expensive stock become more expensive is there. This how Soros lost his pants shorting Nasdaq at 3000...5thunkjng it is expensive and it ran up to 6000.

Chinese stocks are famous for being cheap becoming cheaper. 

If you are buying stocks based on valuation you should buy and lock them up for a few years because 6-12 months the movement has nothing to do with valuation.....sometimes after 5yrs then price start to correlate  with valuation.

Since this thread everyday peopñe come here to KPKB when Chuna stocks sink and rise. They should be mindful about what moves the market in the short term.

If the market is fearful of Trump it doesn't matter if the stock is cheap ...it will go down.

If people are not confident of China stimulus you KPKB China stocks cheap ...they become  cheaper.

That’s correct. U can continue short now

[sgbuffett]

That’s correct. U can continue short now

I missed the A50 index peak formation to short this morning because I went out to buy breakfast. When I came back it already laosai 100+pts ....so today I take a break.

[p1acebo]

I missed the A50 index peak formation to short this morning because I went out to buy breakfast. When I came back it already laosai 100+pts ....so today I take a break.

Prata flipping katek

[Zannn]

I missed the A50 index peak formation to short this morning because I went out to buy breakfast. When I came back it already laosai 100+pts ....so today I take a break.

Now broke your morning short point. If u have shorted in morning u r in loss. Now is higher even better chance to short, if u r convicted to yr view

[revealer]

Better than expected retail sales figures also cannot excite the market. Looks really like they r going to cover the gaps very soon.

[p1acebo]

US markets super red

[revealer]

For US market, wait 4 a week for bears to build up power. If they fail,  time to load up again.

[p1acebo]

All pivoting to China stock markets

[teaserteam]

The Shanghai Chart does not look healthy. Stochastic and William came straight down without any resistance. It is very likely that investors are dumping stocks last week.

[sgbuffett]

The Shanghai Chart does not look healthy. Stochastic and William came straight down without any resistance. It is very likely that investors are dumping stocks last week.

For trading its all about taking advantage of downside of indexes.

As for individual stocks there is alot of variance unlike the crash of Oct 2022 when every thing got flushed.

1. .China Banks appear to hold out well off their bottom and don't selldown as much.

2. I send that property stocks have capituñated abd reached bottom.


3. There are also stocks like Lenovo that have trendef.up for 2yrs already. Interesting observation is when Lenovo touched the trendline or is close to it; the HSTech hits a  bottom and rebound.


4. The HSI has fallen to the peak of May 2024 ...in May 2024 China govt committed to supporting the stock market this caused a market run up then the peak and an ugly debilitating selloff.

The HSI is also now at levels where this thread was started. At that time I wrote that the HSI always see heavy selling  above 20K because the bad news about China econkmy will come and pull down any rally above 20K level.

Today we see the market again fall below 20K because of fears that Trump tariffs will hurt China.



Going ahead for China/HK to stage a rally the Chinese has to really get ahead of the problem and make very bold moves like it did in 2009 when GFC struck. Through these 2 yrs they did things bit by bit tweak here and there ...in the end confidence eroded and FDI and stock investors free China to elsewhere. We can see when things are place the Chinese market can "super rally" like in Sep 2024.

[TSLAKING]

now can buy HK stocks or not? so low already

[sgbuffett]

now can buy HK stocks or not? so low already

Buy for dividends stocks like .Link Reits, PA assets .and China mobile, MTR etc.

The reason is it may stay cheap for some time so getting dividends helps give return while waiting.

[p1acebo]

now can buy HK stocks or not? so low already

Buy China banks, Ping Ann, Link Reits. If scare scare then buy the Tracker Fund instead.

[winbig]

https://vt.tiktok.com/ZSj5xv4kM/

[revealer]

Whether China’s debt is good or bad, all hv eyes to c. But China’s present answer to solve the economical problem is more debt.

https://www.reuters.com/breakingviews/ch...024-06-17/

[sgbuffett]

HSI has been down nd weak for around 6 weeks breaking key 20K level. 

So far any attempt to rally just fail and HSI ends lower later jn the day or next day 

This strategy of shorting jntraday peak has been a profitable one for 6 weeks generating many good trades for day traders.

Today HSI follows the same pattern and will attempt to rally and fail.

Wait for the peak to form then short for another easy win.



I expect China and HK to remain losers for rest of the year as economy remains weak and problematic and the govt unable to win back confidence of investors.

Congrats to all who shorted all the way down to below 20K ....

[sgbuffett]

Peak for HSI formed. Now can short. Hsi appear to be struggling as sellers dump into temporary rally

[grotesqueness]

60% tariff
60% tariff 
60% tariff 

[sgbuffett]

Sinking fast....another easy win.

[sgbuffett]

As expected HSI lost all the gains at the open.

I am covering my shorts after the easy win because I am going out today.

[p1acebo]

Paper trading moron

[Zannn]

Peak for HSI formed. Now can short. Hsi appear to be struggling as sellers dump into temporary rally

Just another wrong prediction day. Now break out 19600

[sgbuffett]

Just another wrong prediction day. Now break out 19600

Please read the day trading strategy properly ...it says short once peak formed for easy profits. Thjs morning peak formed and HSI lost all the morning gains and traders like myself already got out with profits.

If the HSI rallies again. Look for the next peak yo form and short.

[sgbuffett]

Another temporary rally and another peak forming...yet another easy trade and easy win OTW.

I will not be taking this trade as I will be going out and its not easy to manage shirt term positions.

[p1acebo]

Sgbuffet the silly katek just lost his panties shorting

[sgbuffett]

Another temporary rally and another peak forming...yet another easy trade and easy win OTW.

I will not be taking this trade as I will be going out and its not easy to manage shirt term positions.

The second peak and selldown was even more profitable than the first.

Congrats to all who shorted after peak formed. I didn't take the trade as I was outvalthough i identified the peak earlier today.

[sgbuffett]

I will stop shorting today as HSI appear to have found strength at a key regression line. See the chart below

Once HSI get back above 20K level it will mark a safe level from which a reversal from downtrend can take place.

The retail nunbers from last weak shows Chuna economy stabilising and the chinese govt should build on it.

As a chaotic Trump  administration takes over the white house, global.investors may not be so happy to put money in overvalued US equitues. Many of Trump policies are inflationary and involve debt expansion whuch brings closer the day of reckoning for US equities.

There is also firming of property prices in HK which marks an end to the property slump there.

yesterday incestors were more focus on HSI than the HSTech index this shows that investor $$ not speculation $$ is ckmjng in.

 Oct 2024 saw the the most rapid run up of a major market in recent years. The selloff is just profit taking driven by impatience of short term speculators who would never wait around for the China economy to turn on stimulus. The market had to throw them out to have a more sustainable rally.

All the best fellow traders, we are dynamic to the situation and the behavior of the market.

[teaserteam]

China stock feeling the pressure now. ETF investors are withdrawing and looking for other places to put their cash.

China ETF Outflows Increase as Traders Flee on Trump Tariff Risk

Exchange-traded funds that buy Chinese stocks continue to see outflows amid rising concerns over the nation’s growth outlook and the risk of new tariffs under a Donald Trump administration.

The $8.2 billion iShares China Large-Cap ETF, known by its ticker FXI, saw $984 million in outflows last week, the most on record, extending a five-week streak of withdrawals. The KraneShares CSI China Internet ETF, ticker KWEB, recorded $710 million in outflows over the same period.

https://www.bloomberg.com/news/articles/...mp-tariffs

[teaserteam]

The Traders are not hopeful of a rebound unless China can speed up with heavier stimulus packages

https://www.wsj.com/finance/stocks/chine...rkets_main