Title | : | Baidu, HUYA, Douyu and Alibaba: Earnings, News, Warnings! |
Lasting | : | 10.03 |
Date of publication | : | |
Views | : | 3,6 rb |
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What is your current stance on Chinese stocks?brbr➤ Timestamps:
br00:00 - Introduction
br00:24 - Baidu (BIDU) Earnings
br00:56 - Alibaba (BABA) Earnings
br01:31 - Douyu (DOYU) Earnings
br01:57 - HUYA Earnings
br02:38 - Price Action
br03:40 - China Tech Crackdown
br04:40 - SEC Warns Investors About ADRs
br06:07 - China's Economy Slows Down
br07:23 - Other Risk Factors With China Comment from : @TheNewbieInvestor |
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You gotta give some context to the earnings DOYU has grown exponentially in the past few years During the pandemic their earnings were high because everyone was indoors using their platform Comparing last quarters earnings to lockdown earnings… is not an apples to apples comparison Comment from : @thatguyinthathats6969 |
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I am in awe of how so many investors don't see Chinas deep desire to be taken seriously as an economic power They strive to dust of their image as a developing nation, being a copycat of western technology and long to be regarded as equal (and respected) by western countries Moreover they have a clear goal to be the leader in technological progress There is no way imo that tech companies like Baidu, Alibaba, Tencent, etc won't thrive in the next 5-10 yearsbrThe financial burden and social pressure school education presented to chinese families was difficult to imagine for us and a thorn in the CCP's flesh, as the shifted to the three child policy As long as tech companies are clever enough to present themselves as a part, or better, as a cornerstone of a bright chinese future they will thrivebrBut if you can't stomache being down 10-20, average down if it keeps dropping and lack conviction you shouldn't invest now and may aswell wait for the next hype cycle to jump aboard when the stocks are considerably higher Comment from : @CitizenOfMemoria |
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Ray Dalio, co-chief investment officer of Bridgewater Associates, said: To understand what’s going on you need to understand that China is a state capitalist system which means that the state runs capitalism to serve the interests of most people and that policy makers won’t let the sensitivities of those in the capital markets and rich capitalists stand in the way of doing what they believe is best for the most people of the country Rather, those in the capital markets and capitalists have to understand their subordinate places in the system or they will suffer the consequences of their mistakes Comment from : @ilianaangelova7831 |
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The price is pure manipulation by people and funds selling in panic I disagree with the Cathy Wood statement She is only adding to the panic The companies like Alibaba have strong fundamentals and have strong growth Alibaba and overs are at a massive discount A lot of the new regulations being put in place are no different to other countries Alibaba will get back to $300 share price I agree this could take a year but look at the upside Comment from : @WorkingDadTrader |
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A lot of FUD around not sure what to make of it! Thanks for sharing tho Comment from : @daveyboy6574 |
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The only reason Douyu didn’t beat earnings is because they spent millions on research and development for FUTURE earnings Comment from : @ijames1711 |
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my sentiments high, I buy baba and huya Comment from : @dainius1993 |
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It's always risky to invest, even more so invest in communist countries But I would rather hold than sell now Comment from : @kidra81 |
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Hell yeah, now that the stock price is decreasing we should sell And if it increases we should buy Great tips! I always aspire to buy high sell low and now I have found the perfect mentor Thanks a lot! Comment from : @theodorwicklin2976 |
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Sell pessimism and buy optimism? Sounds a lot like buy high sell low Comment from : @SijanModz |
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Also, China suppressing metals prices due to releasing stocks from its strategic reserves is a very short term phenomenonbrbrSobig investment opportunity due to short term effect Comment from : @whiskey_tango_foxtrot__ |
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I have a really big position in Alibaba and Tencent, I'm gonna hold 🤞 Comment from : @christianslater8668 |
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Good video Thanks for sharing! Comment from : @jivkoangelov1037 |
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Fundamentals are great, but view in general is really poor I hope we will get a rebound in the future! Thanks for the analysis! Comment from : @DandyFinance |
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Blood in the streets momentbrbrHard to ignore BABA growing 43 and making billions in profitbrbrI am adding on the way down My shoe shine moment was talking to younger folks in Europe and the Americans who regularly order from BABA over AmazonbrbrChina is not going to destroy their internet crown jewels And their regulations actually make much sense Can we get some data privacy regulations in the States? Comment from : @whiskey_tango_foxtrot__ |
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I cut my losses on those stocks, too I hope I made the right decision! Comment from : @asdfasd95 |
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Great video! Really unfortunate what we're seeing in the markets right now, I'm hoping that the situation gets better! Comment from : @naughtiusmaximus2081 |
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I like HUYA more than DOYU Great video! Could you maybe discuss QFIN as well? Comment from : @geldofs |
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