Shyon
08-13

I am interested in the upcoming interim reports from some of the biggest constituents in the Hang Seng Index. Tencent Holdings will disclose its report on Wednesday, while Alibaba is scheduled for Friday. I am particularly focused on Tencent's release, which should be imminent.

I find the timing of these reports exciting, as they could provide valuable insights into the performance of these major Chinese companies. Tencent, with its diverse portfolio in gaming, social media, and technology, and Alibaba, a giant in e-commerce and cloud computing, are key players. I am curious to see how their results reflect the current economic climate in China.

I anticipate that Tencent's $TENCENT(00700)$   report today could set the tone for the week. If the numbers are strong, I expect it might boost confidence in Chinese ADRs. However, I am also aware that any signs of weakness could lead to volatility, given the global attention on these firms.

Looking ahead to Alibaba's $Alibaba(09988)$   report on Friday, I am equally intrigued. The e-commerce sector has faced challenges, but Alibaba's ability to innovate and adapt could shine through. I will be paying close attention to their revenue growth and any updates on regulatory pressures, which have been a concern in recent years.

I believe these reports could influence the broader market sentiment toward Chinese stocks. As someone following this closely, I see this as a critical moment to assess whether the "CN ADRs Carnival" will continue. Strong performances from both companies could reinforce a bullish outlook.

However, I am cautious about overreacting to the initial data. I plan to analyze the details of each report, including earnings per share and guidance for the future. This approach will help me form a more balanced view rather than jumping to conclusions based on headlines.

For now, I am optimistic but reserved. The potential for positive surprises exists, especially with Tencent's report due today. I will wait for the full picture before making any firm predictions about the trajectory of Tencent and Alibaba in the coming months.

In summary, I am engaged by this week's events and look forward to digesting the interim reports from Tencent and Alibaba. My focus will remain on the data and its implications, as I navigate the opportunities and risks presented by these disclosures.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

@Tiger_comments  @TigerStars  

JD Beats, NetEase Crashes: How to Trade Post Earnings?
Tencent: Q2 revenue was 184.50 billion yuan, beating the estimate of 178.94 billion yuan; Q2 net profit was 55.63 billion yuan, above the estimate of 50.83 billion yuan. NetEase: Q2 revenue of RMB 27.9 billion, slightly below expectations, with net profit of RMB 9.5 billion. NetEase missed on gaming, as overseas ad spend performance may have been weaker than expected. JD.com Q2 2025 net revenue reached RMB 356.66 billion, up 22.4% year over year, compared to the market estimate of RMB 335.45 billion. Adjusted net profit was RMB 7.4 billion, compared to RMB 14.5 billion a year ago.
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Comments

  • CornellRudolph
    08-13
    CornellRudolph
    It's great you're keeping an eye on these reports
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