Purchased AliBABA@HK156.1 ...
#61

(15-10-2021, 10:46 AM)sgbuffett Wrote:  Wow tough...when politics come in ...investors run.

https://www.theregister.com/2021/10/12/l...withdrawn/

Jialat, $7 coming
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#62

(15-10-2021, 10:51 AM)Zannn Wrote:  Jialat, $7 coming

That will be a 6% loss for me.....but those who  cheong IPO news and bought above $9...now that is painful.

Fundamentals I am not too worried. Even political actions  is probably contained as this is a global champion with 25% market share in laptops and PCs. The political  leadership has to be crazy to disrupt the company. Talk has it the issue is over unhappiness of exorbitant pay of chairman and CEO....

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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#63

(11-10-2021, 02:44 PM)sgbuffett Wrote:  No you have to calculate in real time ....when I bought it was too early ....when you count how much to bottom ...its about right.

Stock will now start rising to $8.

Reached $8 today.

[Image: r2ggJl5.jpg]

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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#64

(15-10-2021, 11:39 AM)sgbuffett Wrote:  That will be a 6% loss for me.....but those who  cheong IPO news and bought above $9...now that is painful.

Fundamentals I am not too worried. Even political actions  is probably contained as this is a global champion with 25% market share in laptops and PCs. The political  leadership has to be crazy to disrupt the company. Talk has it the issue is over unhappiness of exorbitant pay of chairman and CEO....

Lenovo is a good brand as its laptops are very good compared to other manufacturers.
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#65

(19-10-2021, 03:03 PM)sgbuffett Wrote:  Reached $8 today.

[Image: r2ggJl5.jpg]

Have to give u due credit. Upside is likely capped as strong overall market likely take breather
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#66

Steady rise to above 170...

[Image: WEhHidN.jpg]

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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#67

(19-10-2021, 03:16 PM)Zannn Wrote:  Have to give u due credit. Upside is likely capped as strong overall market likely take breather

Below 8, taking breather liao when all others cheong
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#68

(11-10-2021, 10:00 AM)sgbuffett Wrote:  As the wheel of uncertainty rotates ...Lenovo which rose sharply crashed because it pulled out of a listing in STAR. For unknown reason....investors are very disappointed. 

I took the chance to BUY. ....I thought I had missed the once chance to buy Lenovo but I was thrown another pitch   I took it.

[Image: gT4SspH.jpg]

Thanks to the IPO application being withdrawn I had the chance to buy the stick at a good price.

Now up 13% in 2 weeks   ...

[Image: gZyxIpT.jpg]

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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#69

(26-10-2021, 10:13 AM)sgbuffett Wrote:  Thanks to the IPO application being withdrawn I had the chance to buy the stick at a good price.

Now up 13% in 2 weeks   ...

[Image: gZyxIpT.jpg]

Good call. Hsi is topping and likely falling. So will likely drag down profit take
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#70

(26-10-2021, 11:19 AM)Zannn Wrote:  Good call. Hsi is topping and likely falling. So will likely drag down profit take
I am quite sure HSI will close positive today despite being in negative until now.

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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#71

(26-10-2021, 12:53 PM)sgbuffett Wrote:  I am quite sure HSI will close positive today despite being in negative until now.

Good luck bro, drifting lower
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#72

I am still holding BABA at 150... still think it is a good one
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#73

(26-10-2021, 12:53 PM)sgbuffett Wrote:  I am quite sure HSI will close positive today despite being in negative until now.

Hsi did not close positive today but at least it recover from low. Yet, u see it’s treading weak and correction is still on going. Not a sigh of strength in short term.
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#74

[Image: 20211026-234924.jpg]

looks like a death cross is in the making...
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#75

(26-10-2021, 11:19 AM)Zannn Wrote:  Good call. Hsi is topping and likely falling. So will likely drag down profit take

See Hsi bro Sgbuffet, it’s coming down as told u yesterday. Weak
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#76

(27-10-2021, 08:37 AM)Zannn Wrote:  See Hsi bro Sgbuffet, it’s coming down as told u yesterday. Weak
You cannot expect everyday to be up day.

HSI is a heavily speculated index that can move up and 5% in a few days but has no long term meaning.

The recent up move in Alibaba is short covering so it is likely to come down a bit. ...but that in itself has no significance to longer term prospects......

Alibaba in the end may deteriorate or thrive as business always have  risk but it has nothing to do with whether it goes up or down today..

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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#77

(27-10-2021, 08:51 AM)sgbuffett Wrote:  You cannot expect everyday to be up day.

HSI is a heavily speculated index that can move up and 5% in a few days but has no long term meaning.

The recent up move in Alibaba is short covering so it is likely to come down a bit. ...but that in itself has no significance to longer term prospects......

Alibaba in the end may deteriorate or thrive as business always have  risk but it has nothing to do with whether it goes up or down today..

My post is on Hsi directly as u are quite “sure” it will close positive, tot u r running yr system to say that. But, I share there will be weakness coming. Just sharing tots on Hsi movement.
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#78

Charlie Munger, 97, doubled his position Alibaba.
He is almost 100yrs old and has 80yrs experience and made billions....I did not follow him when I bought anyway.....the Fifth Person discusses his decision in detail.

I don't for one minute think that this investment "sure make"....no investment is a sure thing.

But I believe Munger is seeing familiar scalable business model in Alibaba. 
....it still has alot of room

But I wouldn't buy this if I were 97yrs old because the full potential and value of the stock may take time to show up in the price ...at 97 how much time have you got?

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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#79

(27-10-2021, 09:00 AM)Zannn Wrote:  My post is on Hsi directly as u are quite “sure” it will close positive, tot u r running yr system to say that. But, I share there will be weakness coming. Just sharing tots on Hsi movement.

Hsi hit 25450, short term sell is likely done. Sgbuffett did yr new Hsi system show any indicator?
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#80

(26-10-2021, 11:19 AM)Zannn Wrote:  Good call. Hsi is topping and likely falling. So will likely drag down profit take
 

Lenovo after good result it falls n falls. The buy up previously was not because of catch up after ipo fail but rather buy up on expectation of good result? Now sell on news
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#81

Monash Pabri sells Alibaba causing consternation among value investors.

For me it's rather simple. Alibaba stock is cheap and full of potential in cloud space. The risk is how far will the Chinese go after companies like this aka regulatory risk.

We cannot predict anything for sure and ghat is why the stock is so cheap because investors avoid uncertainty.

I consider this a risky bet so one has to be prepared if it goes the other way....

For me there is nothing to worry or lose sleep over....make or lose prepare for it have it factored in the overall strategy.



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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#82

(18-11-2021, 08:55 AM)sgbuffett Wrote:  Monash Pabri sells Alibaba causing consternation among value investors.

For me it's rather simple. Alibaba stock is cheap and full of potential in cloud space. The risk is how far will the Chinese go after companies like this aka regulatory risk.

We cannot predict anything for sure and ghat is why the stock is so cheap because investors avoid uncertainty.

I consider this a risky bet so one has to be prepared if it goes the other way....

For me there is nothing to worry or lose sleep over....make or lose prepare for it have it factored in the overall strategy.



Badly bruised result under expected
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#83

(19-11-2021, 01:14 AM)Zannn Wrote:  Badly bruised result under expected

If it's due to results, I am not worried

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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#84

(19-11-2021, 07:47 AM)sgbuffett Wrote:  If it's due to results, I am not worried

Are there other factors causing the crash down?
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#85

(19-11-2021, 08:13 AM)Zannn Wrote:  Are there other factors causing the crash down?

The result is a reflection of what already happened given govt came in and hindered the company's growth. So it's the same story ...same risk. I the CCP wants it to shirnk or  die, it will...

The slightly concerning thing is it has to pay higher tax as it lost is high tech special tax rate but it is not that much higher.
.
For the stock price will look ugly until selling is exhausted.

The positives are the same.

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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#86

(19-11-2021, 08:18 AM)sgbuffett Wrote:  The result is a reflection of what already happened given govt came in and hindered the company's growth. So it's the same story ...same risk. I the CCP wants it to shirnk or  die, it will...

The slightly concerning thing is it has to pay higher tax as it lost is high tech special tax rate but it is not that much higher.
.
For the stock price will look ugly until selling is exhausted.

The positives are the same.

Going below 140 in HK, may hit all time low and break
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#87

Heading to 100 by end 2022

Laughter-13  Laughter-13

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#88

(19-11-2021, 10:34 AM)ROFLMAO Wrote:  Heading to 100 by end 2022

Yes investors have to be prepared for something like this happening.

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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#89

(19-11-2021, 10:38 AM)sgbuffett Wrote:  Yes investors have to be prepared for something like this happening.

You not shorting?

Laughter-13  Laughter-13

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#90

[Image: 20211119-104747.jpg]

this chart was posted awhile back.

heard of this p3pt predictor? very powerful right?
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