To The Moon

Any live dreaming of this day event on tiger?

Hahah. For reference, Zephrin group downgrade Alibaba to sell in February 2025. Based on their track record, I am not convinced 

The whole issue with cross border e-commerce is how do you avoid the products getting taxed at the destination countries and the hassle of it. PDD is successful because of cheap goods that fall below many of the threshold for taxation. With super brands like Xiaomi and say Anta selling more expensive goods, it will be interesting to see how they circumvent this Long Baba

Wow China is now supportive of Alibaba dy

lol. What risk? Strong FCF. Strong balance sheets. 

$Alibaba(BABA)$ $BABA-W(09988)$   This news is a testimony to Alibaba AI capability among all Chinese peers. Alibaba is more than just a e-commerce but a leading AI + Cloud computing player in the World 2nd largest economy

Well. Solid choice, Apple.

Real good work.

On Tuesday, the entire nation of China will be back to work. If you've been following Chinese social media, you'll have noticed a surge of interest in investing in the Chinese stock market over the past few days. Some mainlanders are even going as far as refinancing their homes to free up capital. The level of enthusiasm to jump back into the market after the Golden Week holiday is something we haven't seen before in the history of the Chinese stock market.Some may argue that this is only a short-term effect, but the Chinese market has been depressed for so long, and many Chinese companies' valuations no longer make sense – they are relatively cheap. This bull run is bound to benefit some of the most well-run and long-undervalued Chinese companies. The question is, what are your top picks

What a joke.  CTrip results posted strong growth yesterday. As a travel platform, the growth in revenue and profit show a robust economy and people willingness to travel. PDD results and the fact it miss expectations should not be taken as a yardstick of health of Chinese economy but the failure of PDD to compete with the mighty Alibaba.$Alibaba(09988)$ $BABA-W(09988)$  $PDD Holdings Inc(PDD)$  $TRIP.COM-S(09961)$