Let see if this play out as expected in this market cycle.This is the main PCB supplier for NV AI server board and the high end graphic cards. They started to make money and all of their capacity is indeed fully loaded with NV orders. Then the stock start respond to the EPS growth. They rapid capacity expansion in China, Thailand and Vietnam at the same time. China site build 6 stories building in record 3 months and machines being installed and already started running. Another building broke ground and expect to finish by Nov.
2018 when there's s
Do you have a pet at home ?For as long as I remembered, when I was a kid, we were always catching little chicks from the village and keep as pets. Later, I had tortoise, a white parrot, a myna , some other birds kept by my late dad, angel fish etc. All these cramped in a tiny 1 room flat !
Fast forward 5 decades later, we are seeing a resurgence of furry pets entering into modern human lives more and more. From Korea to China to Jarkarta, we see a growing trend of young couples getting married but not wanting to have ki
Muyan Foods price action reaching end of wedge.....Market is always full of surprises, just when you think it will nicely falls to the support level, the price action decides to take a different path. From the weekly chart, we can see it has move higher (18 Sep 24) and (17 Feb 25). Now, we are coming to the end of the wedge pattern.
Well, it could breaks out nicely and continue to rally as I wished , haha OR it could disappoint your a little more by heading south to revisit the support line at 30.95 before moving sideways and eventually breaks
China Vanke: Assessing the Investment Potential Company Overview
China Vanke Co., Ltd. ( HKEX: 2202 ) is one of China's largest real estate developers, known for its diversified portfolio spanning residential, commercial, and mixed-use properties. Established in 1984, the company has expanded its presence beyond mainland China, with projects in Hong Kong, Southeast Asia, and even the U.S.
Vanke has built a reputation for sustainable urban development, integrating green building practices and smart city technologies into its projects. Despite
China’s Financial Power Play: CICC and Galaxy Sec. Set to MergeChina’s Financial Power Play: CICC and Galaxy Securities Set to Merge into a $193B Giant ✨💼
By: @DCAChampion
| Date: February 26, 2025
Introduction
China’s financial sector is buzzing with blockbuster news: state-owned China International Capital Corp (CICC) and China Galaxy Securities are poised to merge, creating the nation’s third-largest brokerage with a staggering $193 billion (1.4 trillion yuan) in assets. Announced on February 26, 2025, this deal signals Beijing’s bold strategy to f
CICC ($601995.SS) Q4—CHINA’S IB STAR KEEPS SHININGCICC ($601995.SS) Q4—CHINA’S IB STAR KEEPS SHINING
(1/9)
Good morning, Tradingview! CICC ($601995.SS) is humming—$ 33.108B ‘23 revenue, steady into ‘24 📈🔥. Q4 hints at grit—let’s unpack this finance champ! 🚀
(2/9) – REVENUE HUM
• ‘23 Total: $ 33.108B—up 0.5% YoY 💥
• ‘24 Wealth: $ 6.657B—subset shines 📊
• Trend: X says stable—no big dips
CICC’s ticking—China’s steady glow!
(3/9) – EARNINGS SNAP
• ‘23 Profit: $ 6.107B—down 11.5% 🌍
• Q4 ‘24: X buzzes mixed—details soon 🚗
• Lead: Tops IB, w
CHINA GALAXY ($601881.SS) Q4—STEADY IN CHINA’S STORMCHINA GALAXY ($601881.SS) Q4—STEADY IN CHINA’S STORM
(1/9)
Good morning, TradingView! China Galaxy (601881.SS) is buzzing—$ 35.37B ‘24 revenue, up 2.23% 📈🔥. Q4 hints at grit—let’s unpack this securities star! 🚀
(2/9) – REVENUE HUM
• ‘24 Haul: $ 35.37B—2.23% up from $ 34.6B 💥
• Steady: X says no big dips—brokerage shines 📊
• Edge: Tough market, still ticking
Galaxy’s humming—China’s steady hand!
(3/9) – EARNINGS ZAP
• ‘24 Profit: $ 10.13B—up 45.6% YoY 🌍
• EPS: $ 0.63—beats ‘23 slump 🚗
•
CITIC SECURITIES CHINA’S FINANCE CHAMP STAYS STEADYCITIC SECURITIES—CHINA’S FINANCE CHAMP STAYS STEADY
(1/9)
Good morning, Tradingview! CITIC Securities is humming—$ 37.7B ‘23 revenue, holding firm in ‘24 📈🔥. Q4 whispers hint resilience—let’s unpack this China giant! 🚀
(2/9) – REVENUE HUM
• ‘23 Segment: $ 37.7B—up 0.5% YoY 💥
• ‘24 Trend: Steady, no big drops—X buzz 📊
• Driver: Banking, investments chug on
CITIC’s ticking—China’s steady hand!
(3/9) – EARNINGS GLOW
• ‘23 Profit: $ 7.1B—up 5.1% YoY 🌍
• Q4 ‘24: X says solid—details soon 🚗
•
Upward potentialThe stock may rise to prescribed levels.
C&D Holsin Engineering Consulting Co., Ltd. specializes in integrated engineering consultancy services, focusing on:
Roads
Bridges
Tunnels
Municipal housing construction
Water transport projects
The company offers services such as design, project management, testing, construction, comprehensive management & maintenance, and engineering materials. Founded on October 11, 1995, it is headquartered in Xiamen, China.
It will take a LONG TIME for it to RECOVER! Beware !!!!Looking at the monthly chart, we can see that this TOP developer in China with more than 3 decades of experience has finally succumb to its heels with mounting debts and internal management issues that remains unresolved.
We already knew the State Government has said they won't be chipping in this time to help prop up the property sectors (not forgetting the local government themselves are mired in heavy debts as well)
While the chart shows the price action has reached a support level of 6.56,
Demand for Furkids on the rise .......I am bullish on this sector for the long haul and will be nibbling on this stock soon.
Aging population, getting late to marriage and not having kids after marriage.......this combination will result in more singles, couples keeping furkids more than anything. Currently, the market is fragmented with pretty low entry and I believe over time, there will be some consolidation amongst the big boys.
This trend is not only taking place in China but like Japan, Singapore, Korea and Thailand, I see a
Potential Bullish Rally Amid China’s Market ReboundAs the Chinese stock market shows signs of a bullish outlook, Seik Motor Corporation Limited (600104) appears well-positioned for a significant upward movement. This analysis is based on the belief that the market is either experiencing or will soon enter a period of sustained growth, potentially benefiting undervalued stocks like Seik Motor.
From a technical perspective, Seik Motor reached a notable low around the 11.49 CNY level before rallying to approximately 16 CNY. This initial surge is i
Bullish Breakout Expected Amid Wave 3 Rally PotentialAt Vital Direction, we’re closely monitoring Chongqing Zhifei Biological Products Co., Ltd (ticker: 300122) as we believe it’s poised for a significant upward movement, reflecting our bullish outlook on the broader Chinese stock market. With our technical analysis framework, we interpret this stock as highly undervalued and positioned for potential growth, in line with the index’s bullish trajectory. Currently trading around ¥28, we project that it could ascend to ¥50 or even test new all-time h
Xiamen Changelight Soars 108% in Just 16 Days!Xiamen Changelight Analysis:
Xiamen Changelight has seen a phenomenal rally, achieving a stunning 108% gain over the past 16 days. The recent bullish momentum has allowed the stock to achieve all target levels, with each level surpassed in quick succession.
Trade Setup:
Entry Point: $8.11
Stop Loss: $7.86
Target Levels:
TP 1: $8.41
TP 2: $8.90
TP 3: $9.38
TP 4: $9.69
Technical Indicators:
The stock has trended strongly above the Risological dotted trend line, showing a clea
Chinese banks in my watchlistWith more rate cuts coming up from the FEDs in the coming months, we can reasonably expect the big banks in China will follow suit as well. Already, the government is pushing stimulus for these banks to lend out more money by lowering the RRR. But, is it enough?
Loans business remain sluggish in the 2nd largest economy. Read here
It will take at least 12 -18 months before we start to see an increase in banks increasing their rates again. Currently, with ultra low interest rates, that means
The banks in China are still undervalued.......If you have not heard the news, please read here
I think this is not the end of the stimulus but the beginning as the government is going all out to get the economy back ! Here , we can see that many companies are still suffering in the red with bankruptcies rate accelerating as well.
Time is of essence as the GDP target of 5% is important to meet for the government ! All eyes are watching on the CCP moves since the last few days.......
Let's wait for next week to see how the price pat
CATL - start of another super cycle?This has got to be one of the most bullish setups out there. We are essentially in a larger time frame bull flag. Price remains in a short term downtrend, putting in lower lows and lower highs. However if we breakout of this flag with volume I fully expect the start of a new 5 Wave Impulsive move to the upside, essentially the start of a new super cycle with the distance of the pole creating a 1-1 extension of the initial move. This lines up with a beautiful Fibonacci target.
Keep your eye on
600519 - Awaiting for it to come to support level firstFrom the weekly chart, we can see that the share price will be likely revisiting the support level at 1356 level. Let's wait for this level and assess if there would be any trend reversal with a bullish candle pattern before going LONG......
IF this support level breaks, we can see the share price tumble down to the near 1000 level mark.....























