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Morningstar HK, no longer posting updates since 7 months ago 😢 Tough economy in HK

A 0.5% endowus fee on top of the fees charged by the underlying fund is quite steep. Even 0.3% is quite steep compared to purchasing etfs using a low cost brokerage account. It must be borne in mind that those fees are recurring, not one off. The endowus fee can be considered “low” only in the context of HK and similar Asian countries where investors have had to endure extraordinarily high fees. One difference between HK and Singapore is that a larger percentage of the Singaporean population seem more receptive to the idea of low cost passive investing. In HK there is a need for awareness of the problem of high fund fees, plus greater demand for products with lower fees. It’s extraordinary that HK is stuck in a situation resembling the US in the 1960s, before the index fund revolution.

Great video, very informing, $BABA is a great investment at todays prices of ~$76

If these were American/European companies then Wall Street would go crazy for them and pay much higher multiples for ownership in these companies.

Definitely SEA. Still Earning Absolutely nothing.

Time is right for JD. Huge upside

So what stocks? So unuseful and waste of time interview The interview didn't know how to ask the right question for investors. Sad.

Thsi is actually a really good channel. Subscribing ❤

I'm going to selling all the China Overseas Lands and Properties Investment Ltd Worldwide and cashes in after nothings to do with myself that's the Hong Kong China and the world's government wants to delete my name on earth that I will do period. Then yours countries government can handles your country's financial problems with the corruption as well.

No matter what I sell out and cashes in all over 30 years claims.

Is there a way to short BYD? I've been here for a long time, and the only thing that makes me uneasy about the stock is that there are videos like this. I hope I'm wrong, but there's over a 50% chance that I'm not.

8 months later, bad call ya

HkD stock only 2000 $ soon

❤❤❤

nothing of substance was uttered

Hardware & Semi conductor stack: Nvidia, AMD, Broadcomm Cloud stack: Amazon, MSFT, Alto Palo App stack: Palantir, SNOW

I find it's best to listen to technical experts instead of financial experts when evaluating companies in highly technical spaces like AI.

This doesn't appear to be a fluid conversation.

See my article on SA. Summary BYD is about to become the largest EV company by sales in the world, eclipsing Tesla, judging by their relative sales in the fourth quarter of 2023. This is bound to draw investor attention to BYD. Yet, its financial history is relatively unknown, due to the absence of a US listing, even though BYD has ADRs. BYD is as discreet in its achievements as Tesla is flamboyant, but it's precisely this investor unawareness that leads to a valuation gap that offers an incredible opportunity. This article focuses on BYD's financial history and valuation metrics and compares them to Tesla. The valuation differential is electrifying, especially in light of future revenue trajectories. BYD is a 'Strong Buy' here on a standalone basis. In addition, despite Tesla's strong investor loyalty and cult status, a pair trade (short Tesla) should reap handsome rewards.

Nice work

Endowus has high-management fees, too. I'd stay away from their funds. Stick with Vanguard ETFs.

I baught pdd, Baba, jd. All undervalued anyways

3 Chinese banks are very attractive as interest rates are coming down. A good and safe buy

go baba.

Love grab

😂😂😂😂😂😂😂 they are young in 2000 and 2008 time.. Let see who is Swimming Naked When the Tide Goes Out

There are many more reasons for battery swap to be the future than anyone is willing to admit. Here are a few… Every swap means battery is tested for safety. Within 6 months the latest battery technology can be installed. You don’t have the expense of bolted in battery failure! Battery swap benefits the consumer.

Grab rubbish company.

Singapore is better off having MeiTuan than to allow Grab to buy Foodpanda because Grab already has almost the entire market of Singapore. This is shitty thing to happen . I am not saying it is a slave drivee. If not invested by GLC in sg, how will Grab perform? Is it having any advantage for having a GLC investoe?😅Hope Mighty MeiTuan can tame Grab

Chinese stocks are good to write puts and wheel them. Cheap enough to not worry about the risk of downside and too low sentiment to expect short-term upside.

China was called an 'opportunity' when stock prices were 50% higher.....,.

Baba is the better buy 🤣

Kate got a haircut😂

Good guest speaker here.

Great commentary

Well done!

You can't pay people to buy these stocks

You had a fair value of around $100 for JD only a few months ago. What credibility do analysts have when all they do is track prices with their targets, to the extent that the valuation of a large cap company is chopped in more than half in a few months? And PDD is somehow favored because they sell leather jackets for $2? It just feels that, as long as the shares are outperforming in the short term, there will always be a narrative to support it. JD Retail’s operating margin has expanded from 1.5% in FY18 to near 4% in FY23 and JD Logistics is now on the verge of profitability as it scales, all while shares have done nothing but plummet: they must have been doing something right. Selling leather jackets for $2, on the other hand, doesn’t strike me as a promising business model. I am surprised that Temu doesn’t face tougher regulation in USA.

Shortin Nio and making money. Nio longs losing big.

"cash was in fact not still king"

@ this SP, NIO is a way for savvy investors with cash to set themselves up for life. NIO POWER may end up more valuable than NIO EV's

Great job Bryan. Thank you for highlighting the issues. 👍🏼👍🏼👍🏼👍🏼👍🏼

None. China hates profits.

BABA

Definitely more about restrictions than appetite.

The real question here is when will China decide to kick these Murican leeches companies out of China: Apple, KFC, NIKE, etc where most of their products are made in China or products are easily replaceable anyway.

Pdd has low quality, I have bought several things at Temu and quality is very low, several things has arrived already broken and others last only few days before it goes broken

Yes I’m very disappointed in NIO I sold 3000 shares of Apple to get 11,000 share of NIO, I believed in EV cars by NIO I love the cars but somehow the stock has let me down I wonder if I ever get my money back I need $45 to breakeven.

So Vincent when do you think NIO becomes profitable and get to $45 a share again because that’s what I need to break even thanks