363 HK🌎Shanghai Industrial Holdings (363:HKEX) is an investment holding company and the core enterprise of the Shanghai Industrial Investments Holdings Co., Ltd. (SIIC) group of companies.
The company operates through several business segments:
Infrastructure and Environmental Protection: Includes investments in toll road and bridge projects, as well as water supply and clean energy projects.
Real Estate: Focuses on real estate development and investment, as well as hotel management.
Consumer Good
Lygend is at a confluence in a bull marketLygend is at 38,2% & 61,8% overlap.
Background:
1. China Construction Bank (939) just broke a key resistance level at 7.96 HKD.
2. SSE Index just broke a long-term downtrendline.
1+2 = Lygend long-term trend is up
Fib overlap = a good place for a significant pivot low.
2328 HKPICC Property & Casualty is a Chinese property and casualty insurance company.
The company's main business lines are structured into the following segments:
Automotive: Providing insurance products for motor vehicles.
Commercial Property: Commercial property insurance.
Cargo: Ship, craft, and shipping insurance.
Public Liability: Liability insurance for policyholders.
Accident & Health: Accident and medical expenses insurance.
Agriculture: Insurance products for agribusiness.
Credit & Gu
1117 HK🌎China Modern Dairy is a dairy farming and raw milk production company in mainland China.
Main Business Activities:
Raw Dairy Business: Breeding dairy cows for the production and sale of raw milk
Feed Business: Trading, manufacturing, and selling animal feed
Other Activities: The company is also involved in e-commerce operations, forage crop planting, and dairy cow breeding.
The company is a subsidiary of China Mengniu Dairy Company.
The company posted a loss last year, but is expected to
2469 HK🌎Fenbi is a holding company operating in China. Its primary activities are focused on the informal vocational education and training sector. The company's business model is divided into three key segments:
Classroom Tutoring: Providing tutoring services through in-person classes at learning centers and campuses.
Online Learning: Includes online courses, subscription packages, and interactive exercises.
Book Sales: Production and sales of educational literature, as well as related printing and
2888 HK🌎Standard Chartered is a British bank focused on emerging markets.
Its key features include:
Approximately 90% of the bank's profits come from Asia, Africa, and the Middle East. This distinguishes it from many other British banks, as it does not engage in retail banking in the UK.
The bank's core activities include wealth management, corporate and investment banking, and treasury services. The bank serves corporate, institutional, and high-net-worth clients.
At the end of Q2 2025, underlying
POPMART STORE IS PACKED!Went to the mall today, I saw the POPMART store closed. Thought "oh I guess the trend is over" then I turned around, the POPMART store moved to a bigger store.
Walked around a bit more, and saw another POPMART store (yes there's 2) and there was a very long line in a retractable queue barrier. Like 30 minutes to an hour long line just to enter the store.
All this to say, it makes no sense that it's down 30% right now. Yes, lines this long are a major top signal, but it shouldn't be down 30%
Stop chasing the high price - no need to FOMO, let it come downOften, when some gurus online said they have taken a position in some stocks , be it in US or HK, I will get PMs from my followers asking for my thoughts !
True enough, the price has already run so high and anyone that goes in now will definitely have a LOWER margin of safety. So, what's the rush ?
Is this company the only one in the world that produce such products/services ? If your idea of investing is to collect branded names stocks so that during lunch breaks, you can brag around, then s
Xiaomi is offering a discount soon, are you ready ?I was talking to my wife who does not quite like this company for basically copying what the western brands are doing. Haha, a different perception from me.
Imo, this is a smart move instead of reinventing the wheel. It has already proven it works and people like it so tweaking the products from smartphone to EVs to cater to the local demand is a smart move. And in the process, it has done extremely well with excellent top and bottom line figures. What's not to like ?
There will be 2 price poi
Is Meituan still worth investing ?This is a common phenomenon in China. When one major player in any industry does well, it attract others to come and join in the party. Look at EV sectors, with so many brands cutting prices so frequent that consumers are spoilt for choice and delayed in making purchases, resulting in market shares dilution for the players.
The same can be said for the food delivery business. Once, Meituan held a dominant market share position but over time, Ele.me (Alibaba) and now JD.com has slowly increased
Opportunity to buy Alibaba shares For those who are regretting not getting onboard the Alibaba ship earlier, now is your opportunity. It is highly likely that when HK market opens tomorrow, this counter will head south , hopefully 5-8% as the Alibaba shares in US market was down 8% upon closing last Friday.
The first buying zone will be between 147 - 150 price level. Here, you deploy your first tranche of capital. The all important news that everyone is waiting will be how China will retaliate next week given the new tariffs wi
1186 (CRCC) HKEX 🌎China Railway Construction Corporation Limited (CRCC) is one of the world's largest companies specializing in the design, construction, and management of infrastructure projects. It is a Fortune Global 500 company and a leading Chinese enterprise.
Core Businesses
Engineering Contracting: Railways, Highways, Urban Rail Transit (Metro), Bridges, Tunnels, Airports, Ports, Hydraulic Structures, and Real Estate
Equipment and Materials Manufacturing
Design, Surveying, and Consulting Services
Car
KUAISHOU (1024) ; Breakout 52 weeks high with low retrace. KUAISHOU (1024) ; Breakout 52 weeks high with low retrace. TF week is also looking good Possible for the next big bull run. First target price at 103.0 (Fibo proj 100%) and Stoploss at 79.20 ; RR ratio = 3.41. And the rest let profit run with whatever EMA you trust.
Xiaomi 1810 HK LongXiaomi reports revenue of RMB 111.3 billion in Q1 2025, up 47% YoY
Adjusted net profit up 64% YoY to RMB 10.7 billion
Operating profit margin and net margin improved to 11.8% and 9.6%, respectively
Xiaomi became the leader in China's smartphone market in Q1 2025 with an 18.8% share (up 4.7 p.p. YoY) for the first time in 10 years
Global market share was 14.1%, keeping the company in 3rd place globally
IoT and lifestyle revenue up 59% YoY
EV business posted revenue of RMB 18.6 billion in Q1
Scale out before this POPSWhen the mainstream media was telling you that China was not investable, I was working hard on my TA and buying positions. I consider myself a contrarian investor, this is where the best opportunities present themselves. If you follow my trades here you will know I had called out the start of the new bull run in the Hong Kong exchange, or the dead-cat bounce spending on how you look at it, very early on.
I took the basket approach on a handful of Chinese names. Namely Alibaba, BYD, Tencent, Ba























