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(05-09-2021, 09:02 PM)Zannn Wrote: Still in gain very good. Tot yr portfolio lose quite badly.
It is designed so that winners will make up for losers.iThe portfolio never had a day of loss even when the hang seng tech index fell to all time low.
The initial design bought me time to understand the China HK market well and better find the opportunities. The similarities of the big tech with the US without the hefty valuation together with fear of govt regulation has helped create opportunities.
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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Dongyue 0189
today is a buying opportunity…dont say i never give tip
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(06-09-2021, 07:19 AM)sgbuffett Wrote: It is designed so that winners will make up for losers.iThe portfolio never had a day of loss even when the hang seng tech index fell to all time low.
The initial design bought me time to understand the China HK market well and better find the opportunities. The similarities of the big tech with the US without the hefty valuation together with fear of govt regulation has helped create opportunities.
What about US tech companies like Apple and Google? The valuations are still reasonable at 30 P/E.
(This post was last modified: 06-09-2021, 12:31 PM by
debster.)
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(06-09-2021, 12:31 PM)debster Wrote: What about US tech companies like Apple and Google? The valuations are still reasonable at 30 P/E.
The valuations are richer but can still be justified by the growth but those are already mature. You are not going to get spectacular gains.
The China tech you will get some PE expansion as well as growth so it is much better for long term holding but be mindful of risks.
But these are just for me to start and get deeper understanding of Chinese companies. What I want to do is get into smaller high growth companies that will be the Alibaba of tomorrow.
The area that interest me most now is semiconductor as China needs to grow its own chip makers to be less dependent on US so there will be companies here that will grow 50 to 100 times.
The other thing that interest is the technical action and anomalies surrounding the movements of China stocks...alot of the short term price action I pure speculation that is back and forth even high % of speculative trades than in HK. There are many opportunities here.
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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(This post was last modified: 06-09-2021, 12:50 PM by
sgbuffett.)
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(30-08-2021, 10:10 PM)sgbuffett Wrote: that is crazy regulation....is it even enforceable?
Gaming to be non focus on profit? Netease jialat bro buff be careful.
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(04-08-2021, 12:57 PM)sgbuffett Wrote: Continued from the old sgtalk forum.
The portfolio largely consist of China Tech stocks went through a tumultuous plunge and is the most volatile set of stocks I have purchased The allocation is such that I will be able to manage the volatility given I own other stocks outside of these that do not have the same "excitement".
The portforlio is now about 1 yr. Some stocks have tripled some have lost 50%.
1. Sino Biopharma@10.25 13 Jul 2020 (price adjusted for stock bonus)
2. CSPC@16.32 14 Jul 2020->$10.2 (adjust for bonus ex on 16 Oct 2020)
3.Beigene@151.8. 21 Jul 2020
4.Xiaomi@16.80 21 Jul 2020
5. Archosaur Games @21.30 24 Jul 2020.
6. JD.com @274.20 19 Aug 2020
7. Li Ning @33.45 3 Sep 2020
8. NetEase@145.8 15 Sep 2020
9.BYD Company@107.50 17 Sep 2020
10. Techtronics@99.40 21 Sep 2020.
11. BYD Company@118.90 7 Oct 2020 (ADDED}
12 Xiaomi@22.35 20 Oct 2020 (ADDED)
13 BYD@145.3 22 Oct 2020 (ADDED)
14. BYD@148.6 28 Oct 2020 (ADDED)
15. BYD@$170.1 2 Nov 2020 (ADDED)
16. Xiaomi@25.00 6 Nov 2020(ADDED)
17. Li Ning @41.45 11 Nov 2020 (ADDED)
18. JD.com @305.6 11 Nov 2020(ADDED)
19. BYD@190.70 23 Nov 2020 (ADDED}
20. Xiaomi@25.85 25 Nov 2020(ADDED)
21 BYD@185.6 27 Nov 2020(ADDED)
22 Xiaomi@30.00 21 Dec 2020 (ADDED)
23 Xiaomi@34.10 4 Jan 2021(ADDED}
24. BYD@230.00 5 Jan 2021(ADDED)
25. Xiaomi@31.9 6 Jan 2021 (ADDED)
26 BYD@263.60 11 Jan 2021 (ADDED)
27. Xiaomi@29.40 15 Jan 2021 (ADDED)
28.. JD.com@387.2 25 Jan 2021 (ADDED)
29. BYD@272.20 25 Jan 2021(ADDED)
30. Netease@178.00 28 Jan 2021(ADDED)
31. Netease@205.00 10 Feb 2021(ADDED)
32. BYD sold 60%@ 176 March 2021 (SOLD)
33. Netease@152 8 30 Jul 2021(ADDED)
34. Baidu@159 2 30 Jul 2021(ADDED)
35 Alibaba@156.1 30 Aug 2021(ADDED)
You bought quite alot of Xiaomi.. Any thought where is company is heading?
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(14-09-2021, 06:18 AM)abc123 Wrote: You bought quite alot of Xiaomi.. Any thought where is company is heading?
Short term it is bad as China regulators go after tech companies. It will be better after this phase for the same reason why apple has succeeded..
Like all stocks it has risks and one of them is India as the relationship between China and India is not good and this can lead to sanctions as both countries like to use trade as a political tool against the other side.
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
>
(This post was last modified: 14-09-2021, 06:30 AM by
sgbuffett.)
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TS go and revive your Endowus trades thread too
Wherever you go, no matter what the weather, always bring your own sunshine
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