$CHINA LIT(00772)$ In this era of explosive productivity, we’re heading toward a world flooded with material things, what really becomes scarce is what feeds the soul. Pop Mart nailed the adult loneliness, and China Literature is quietly building its IP empire across all age groups. Thinking from the endgame perspective, IP is one of the few things with lasting value. At a market cap under 100 billion, this feels like free money. If I don’t buy now, I might regret it later.
$Tencent Music(TME)$ delivered an impressive performance in 2024, with total revenue reaching 28.4 billion yuan, a 2.3% year-over-year increase, while adjusted net profit surged by 30.7% to 8.14 billion yuan. The online music subscription segment saw particularly strong growth, rising 25.9% YoY to 15.23 billion yuan—3.5 times the annual revenue of its competitor, $NTES-S(09999)$ Cloud Music. With the growing maturity of the online music market and increasing user willingness to pay, Tencent Music remains a solid long-term investment!
$HUTCHMED(00013)$ Innovative drugs have been performing well recently, especially in the Hong Kong market, which is showing even stronger momentum! If Hong Kong stocks continue to open high, I plan to sell some in the next couple of days to lock in profits. But looking ahead, the fundamentals remain strong, so I’ll hold onto the rest of my position for more potential upside.
$Meta Platforms, Inc.(META)$September games to bring the prices down, so the big players can load up cheap before the end of September/early October run up.Every year, it’s the same market manipulation scam.
$Palantir Technologies Inc.(PLTR)$ I think this is a guaranteed 5x bagger even from here, but realistically won't reach that level til 2026-27. It's a good place to load the boat and beat the market by several times. Just be realistic about the percentage and time frame. It's already a $70B market cap, it can grow a lot, but not 10x or more, at least not within a couple of years. 5x in 2-3 years is def plausible
$Alibaba(BABA)$PE is 21. It's not cheap. Earnings fell. It's a turnaround story. Until they can prove it...show the improvement in their financials, it's not going back to 2021 levels.
$Palantir Technologies Inc.(PLTR)$Imagine what happens if they spin the government/ military section of the company off and hand out shares of the stock to all the long term shareholders.Talk about a huge payday !I think they start paying out some sort of a dividend in the meantime maybe mid next year?