To The Moon

SpaceX won’t be the next Tesla for one straightforward reason: the business economics don’t scale the same way. Tesla sells a mass-market product with falling production costs and global demand. Space companies face heavy capex, slow contract cycles, and limited market size. There is no path for a launch company to compound like an EV manufacturer. The hype comparison is unrealistic. Therefore a safe alternative would be....HK Aerospace Technology Group (1725 HK). Actual satellite manufacturing capability via its subsidiaries, not concept-only. Government-aligned projects in satellite data, remote sensing, and smart-city applications demand is structural, not speculative. Revenue visibility from commercial and state-linked contracts gives it more stability than the typical “space” story. V

considering geopolitical tensions and latest Trump remarks on Europe. Gold will definitely do well. 

$HANG LUNG PPT(00101)$ Never tyred of accumulation [Miser]  [Love]  [Love]  

$CAFE DE CORAL H(00341)$ Café de Coral’s stock is sliding because its interim profits and margins have collapsed on weak revenue growth and one-off losses, signaling deteriorating earnings power that spooks investors. The downturn reflects weak local consumer demand and intense competition squeezing sales and profitability in its core restaurant business. [Cool]  #coffee #hongkong 

$YIP'S CHEMICAL(00408)$ The company divested from loss making Camai car servicing dealerships and opened up a new citric acid factory in Hubei. Definitely a winner, stock still undervalued as book price definitely above current levels. [Miser]  

$YIP'S CHEMICAL(00408)$ This stock won't stay cheap 

Now trading at around 1HKD, if profit lasts, as they have been restructuring since sometime already, the price will level up.. 

Swampy and muddy, get in cheap at some point .

$CATHAY PAC AIR(00293)$ its going down, all in once it goes below $9

No wonder rice looks different