$Li Auto(LI)$ its Factor utilisation rate is still low (below 70%) and margins are being squeezed. Have to wait for a few china EV companies to go bankrupt before buying LI auto. Competition will remain intense and many Chinese will lose their jobs before consolidation happens
$BYD COMPANY(01211)$ not a good time to buy. Their debt will be growing due to the need to repay suppliers because of china legislation. They owed their suppliers large amount of money as payables and were not paying. So government step in to force them to repay Margins are thinning. So both these factors will contribute to falling profits which should put it at 25 times PE. It will be more expensive than Toyota. Stock likely to fall to 60HKD to have 15 price earnings. Automobile tend to be valued at 10 times PE
$Sea Ltd(SE)$ sea group shopee has been giving out free money from its cash coffer. For example, I bought an $8 item and got about $2 rebate from shopee for my monthly mobile plan. Will do it every month as shopee is giving me 25% discount. I doubt even the commission it charges to the supplier covers it's cost. So I am quite sure a lot of sea group accounting is untrue and in fact they are making large losses but not reporting truthfully
$Sea Ltd(SE)$ definite sell, it's free fire revenue is not real with the company booking a large number of unearned revenue to boost current profits. Be prepared to see unwinding and the gaming segment going to zero profits. This means the company is barely profitable on the other 02 segment
$Li Auto(LI)$ second most profitable EV company in china. BYD has a PE of 30+ while this has PE of 16, potential double bagger as it's volume of delivery improves. I have gone heavily into it to back my own words
$Tiger Brokers(TIGR)$ short term contra trading. Might think of cash boost account if you don't have the funds. While the commission in cash boost is more than usual prime account, it's meant for ppl without purchasing power.however if you have the finances to margin on prime account, prime account works better
Yes I would consider S REIT, but of the us listed ones. Because the fed rate cuts affect the SOFR rate directly so US S REITs like utdhampshire and prime REIT will benefit. The Singapore business REITs like sora will benefit less because sora will not fall in the same magnitude. Singapore has our own risk free fed rate