China & hk stocks/ etfs

[dappermen]

Today or…?

where is the link to this chart?

 

[churnmaster]

The property and associated debt market is unraveling. Add to that the geopolitics and it’s zero Covid policy.

Next, few weeks should be interesting to watch if you are not invested in this market.

 

[pcuser123]

 

[dappermen]

noted, so the only way is for them to esc to SEAsia like sg! to esc from the eyes of CCP?

Alibaba, Perennial-led group to build Singapore’s tallest building, at 305 metres​

The URA has approved a 63-storey development with nearly 1.6 million sq ft GFA, comprising offices, some retail space, 215 apartments and a 11-suite hotel

https://www.businesstimes.com.sg/re...ild-singapores-tallest-building-at-305-metres

Alibaba and Tencent face end of an era as sales start to shrink​

https://www.businesstimes.com.sg/te...utm_source=telegram&utm_medium=social-organicFOR almost a decade, Alibaba Group Holding and Tencent Holdings embodied China's economic miracle, sustaining a dizzying pace of growth and approaching trillion-dollar valuations with splashy forays into every corner of the internet.

 

[dappermen]

Fb more competitor?

 

[dappermen]

it has to be an era of China afterall!

 

[dappermen]

not all plain sailing while

How China is making its mark in Asean​

https://www.businesstimes.com.sg/asean-business/how-china-is-making-its-mark-in-asean

 

[British_Bulldog]

Previously I bought 3032 on 6May at hkd4, n sold off 1mth later on 9Jun at hkd4.85.

I think 3032 went on to hit hkd5 but then been sliding down since, to now hkd4.27.

I may buy e etf again if it drop below hkd4 again.

 

[dappermen]

china unstable for tech stocks?! and properties too

https://www.businesstimes.com.sg/co...utm_source=telegram&utm_medium=social-organic
so papers turned focus to Taiwan ?anyway China ended their large-scale drills after nancy P 's visit

Anyway, be it anyone love it or NOT, i deemed HK China and Taiwan as a "greater" China region

Anyway

China/ HK Company Update:
Li Auto - Leading smart EREV maker in China. Initiate coverage with BUY and target price of HK$238.00.
(2015 HK/BUY/HK$120.60/Target: HK$238.00)
Li Auto is the first company to commercialise EREVs in China...

XPeng - Leader in autonomous driving. Initiate coverage with BUY and target price of HK$153.00.
(9868 HK/BUY/HK$86.45/Target: HK$153.00)
We initiate coverage on XPeng with a BUY based on...

Prudential - 1H22: New business profit below expectations.
(2378 HK/BUY/HK$92.45/Target: HK$158.10)
Prudential’s 1H22 earnings cam…



China & properties:

Chinese home buyers boycott mortgage payments as they run out of patience with developers​

https://www.straitstimes.com/asia/e...8JADgPGw8v6YGrtXcwN6yp1vh2oXeJTUTgqwTcy5t_O-o

 

[dappermen]

China Tourism seeks US$2.16b in Hong Kong's biggest listing so far in 2022: term sheet​

CHINA Tourism Group Duty Free is aiming to raise up to US$2.16 billion through a new listing in Hong Kong, according to a term sheet reviewed by Reuters, in what will be the largest share sale in the city so far this year.

Shanghai-listed China Tourism is planning to sell 102.76 million shares priced between HK$143.50 and HK$165.50 each, the term sheet said.


The launch of the deal comes as Hainan island, in China’s south where China Tourism has several major shopping outlets, remains under tight restrictions due to an outbreak of Covid-19.

The price range represents a 29.3 to 38.7 per cent discount to the stock’s 201.19 yuan closing price on Thursday (Aug 11) in Shanghai. The Shanghai shares fell 3.1 per cent on Friday after the Hong Kong deal was launched.

but not sure why the drop in shanghai then? just cos IPO @ hk? cant be due to covid


https://www.businesstimes.com.sg/co...utm_source=telegram&utm_medium=social-organic




someone shared this news:
https://www.reuters.com/business/fi...their,investment in Chinese technology firms.Five U.S.-listed Chinese state-owned companies whose audits are under scrutiny by the U.S. securities regulator said on Friday they would voluntarily delist from the New York Stock Exchange.

Oil giant Sinopec (600028.SS) and China Life Insurance (601628.SS), Aluminium Corporation of China (Chalco) (601600.SS), PetroChina (601857.SS) and a separate Sinopec entity, Sinopec Shanghai Petrochemical Co (600688.SS), each said they would apply to delist their American Depository Shares this month. They will keep their listings in Hong Kong and mainland China.
https://markets.businessinsider.com...Ps46ub9t8xo0mvKbryzrgAENenfe2DoH27c&fs=e&s=cl
https://forums.hardwarezone.com.sg/...s-ask-for-delist-ach-shi-ptr-lfc-snp.6793880/

 

[pcuser123]

https://www.investingnote.com/posts/2506678

 

[avachristin71]

He made it sound so ez, as if OT will save it??


In the first place, why must they over-clampdwn??!!!

i see that the china stks are slowly climbing up although usa stks??? Erm i m speechless

I read the link - https:// asiaghosts.com/stock-market-will-crash-on-21-10-2022-www-asiaghosts-com/

A shaman/god teller called Aroy said that the stock market will crash on 21 October 2022 and we will be in recession for 2 years.. A lot of people will lose their jobs and livelihoods.


Is it for real? Should we start preparing for it?

 

[reddevil0728]

I read the link - https:// asiaghosts.com/stock-market-will-crash-on-21-10-2022-www-asiaghosts-com/

A shaman/god teller called Aroy said that the stock market will crash on 21 October 2022 and we will be in recession for 2 years.. A lot of people will lose their jobs and livelihoods.


Is it for real? Should we start preparing for it?

Depends on whether you believe Aroy.

If Aroy got crystal ball, is Aroy the richest person ever?

 

[pcuser123]

Take note that there is a short squeeze in the Hong Kong stocks according to Morgan Stanley

https://skyjuiceiswater.blogspot.com/2022/08/china-stock-movement.html#jumpspot2

 

[revhappy]

Take note that there is a short squeeze in the Hong Kong stocks according to Morgan Stanley

https://skyjuiceiswater.blogspot.com/2022/08/china-stock-movement.html#jumpspot2

Futures up 2% already after close. Hopefully this short squeeze lasts.

 

[asianfish]

Hi guys I am using IBKR and looking to purchase BYD stocks. I understand that BYD is listed on SEHK & SZSE.

Is it better to purchase BYD stocks on SEHK or SZSE?

 

[InterestingStuff]

Hi guys I am using IBKR and looking to purchase BYD stocks. I understand that BYD is listed on SEHK & SZSE.

Is it better to purchase BYD stocks on SEHK or SZSE?

if you think hk mainland stocks discount is too huge you buy sehk at around 28-30% discount for BYD
or if you think mainland hk listed stocks are trash because they are in constant discount since stock connect was introduced, then you buy SZSE byd
you can check a-h premium /discount on hsi.com.hk
do note most institutional investors hold the hk stocks and buffet holds the hk listed one
and most china retail hold the szse one, because you can only buy no short, no derivatives etc, also nobody knows if the govt will plug this issue by allow shorting of stocks in their domestic stock exchange thereby allowing price discovery between the hk and china, they are planning for yuan dominated hk mainland stocks in the pipeline, see how things go

that said why would you want to buy BYD? PE seems really high and priced like they will be leader in EV market and car market for years to come
would rather buy something like lithium mining or catl for smart vehicle/ev theme

 

[asianfish]

if you think hk mainland stocks discount is too huge you buy sehk at around 28-30% discount for BYD
or if you think mainland hk listed stocks are trash because they are in constant discount since stock connect was introduced, then you buy SZSE byd
you can check a-h premium /discount on hsi.com.hk
do note most institutional investors hold the hk stocks and buffet holds the hk listed one
and most china retail hold the szse one, because you can only buy no short, no derivatives etc, also nobody knows if the govt will plug this issue by allow shorting of stocks in their domestic stock exchange thereby allowing price discovery between the hk and china, they are planning for yuan dominated hk mainland stocks in the pipeline, see how things go

that said why would you want to buy BYD? PE seems really high and priced like they will be leader in EV market and car market for years to come
would rather buy something like lithium mining or catl for smart vehicle/ev theme

I wanted to buy CATL but I don't think there is any way for us foreigners to buy?

What I found out is the only way to own CATL is through an ETF that holds it.

Please correct me if I'm wrong

 

[InterestingStuff]

I wanted to buy CATL but I don't think there is any way for us foreigners to buy?

What I found out is the only way to own CATL is through an ETF that holds it.

Please correct me if I'm wrong

i just found out catl only for instituitional investors cant stock connect.. lol
unless you can open china brokerage account, that one need PRC then can thou.
theres still lithium mining stocks out there
or i just found out the etf that has a 20+% allocation to catl which is the huaan 50 chinext etf or efund chinext, available thru stock connect
159949 or 159915
or 2845 hk Global X China Elec Vehicle & Battery ETF
have to dig for hk or stock connect etf if your aim is only china themed
still plenty of room to grow, because not enough battery chargers in china, and people are buying as a 2nd car, tiagong from my taiwanese source who has a car workshop in guangdong

 

[duhduhduh]

BYD is min 500 stocks.

That is about 20k SGD :0