$CTIHK(06055)$ I finally waited for you, luckily I didn’t give up hahaha~ It must close in the green today, otherwise it would be unworthy of its status as the “son of a central enterprise”! To be honest, with China Tobacco’s status as a major taxpayer, if it doesn’t rise to 40 times the price-earnings ratio, the market is really shameless!
$Exxon Mobil(XOM)$ just took off,up more than 3% after the news broke! With the U.S. planning to slash nearly $10B in clean energy funding, traditional energy might be back in the spotlight. When big oil names like Exxon catch the wind, they fly. I’m already in,let’s see how far this ride goes!
$Meta Platforms, Inc.(META)$ started as a social media company, but its real strength lies in continuous innovation and acquisitions (e.g., Facebook + Instagram). With a global market presence, it boasts faster revenue growth and higher profit margins. As the most aggressive tech giant investing in VR/AR and the metaverse, Meta has poured over $10 billion into this space, believing it to be a future breakout sector. In recent years, it has shifted its strategic focus toward AI, but VR/AR remains the core pillar of its long-term vision. If the metaverse ecosystem truly scales, Meta’s first-mover advantage could position it as one of the biggest winners. With a deep technological moat, the market may still be underestimating its future potential!
$XIAOMI-W(01810)$ has surpassed a trillion in market value, and it’s well deserved! It’s not just the market share of Xiaomi phones, but the entire ecosystem that holds way more value than its current price. With the success of Xiaomi Auto, it's not only thanks to Lei Jun's leadership, but also the combined efforts of the company and its loyal fans. Let's not forget the powerful industrial chain in China, providing affordable costs and quick production capabilities, which enable Xiaomi to thrive in the fast-moving market. The future looks bright, and a trillion market cap is just where it should be.
$PDD Holdings Inc(PDD)$ Investing in valuable companies can be seen through their consistent positive operating cash flow, and Pinduoduo's development strategy is clearly effective. Thank you PDD! Thank you CBA!
$Walt Disney(DIS)$ How many Times Do you have to Witness it? I have a fair suggestion to all.Just say NO to Disney Corporate Raiders, out to loot the Company, breaking up the parts and then Leave with their Profits.
$XPeng Inc.(XPEV)$ Xpeng is a solid company with solid finance, they are moving forward in good pace and great expansion in Europe with solid delivery numbers. We still don't know what this company is or could become, but I see this as one of the three biggest automakers to come, and you'd only wish then you bought at these prices..
$Unity Software Inc.(U)$ U has been in a trading chanel (24 per share to 50 ps) since Nov 2022. I believe U stock is heading to the top of the chanel (50 area )now after touching the bottom in Nov 2023 , a break above 50 will be super positive, for a trend change higher.
$Alibaba(BABA)$ This is strange but I would say something neutral/bullish for one time. The only event that could make BABA survive from ZERO it’s that it gets delisted from Hang Seng, that could give some oxygen to BABA and instead ZERO could go to $20-$30 and stay a long time in that range.
$Boeing(BA)$ Being that spirit put the door( or lack there of) in I don’t believe this will effect Boeing or their earnings much. The price drop is due to the news and therefore speculation but ED should put BA back on track. That’s what news do, it stimulates price only for a short limit of time.