Hang Seng index just hit 4 years high. Is it sustainable?

I think it will still have legs to run, now that Feds is sure to cut rates… everybody in the world is looking at this now.

market said BYd have oversupply issue. So hmm not sure how does it impact the long run. but this is good company though

u always can sell off some if you not comfortable.
I also sell off stage by stage...

HKD200....

that will be great....but too early to tell.
last small bull was Jan25 to Apr25, the price correction pretty deep after tat. unlinme Nvdia keep ATH...

Finally dragon is awaken. BAIDU / BABA up 30% in less than a month. Very tempted to lock in profit but feels like still running.....

I think will run a bit more... Not enough money to load up Baidu, only loaded BABA and JD ...Let's see how it goes

Sold 50% of BIDU and bought JD. BABA and BIDU already rocket, hope JD is next.

4 long years of waiting, it finally returned to HIKD160. When can reach HKD200?

This is a good eg of opportunity costs…

No leverage down? Plenty of chances during hkd 70 - hkd 100.right

yup, it taught me this lesson & oso always to buy stocks at lower attractive prices

got average down. I bought in few tranches, 3 at 150+, one 135, one 88. But my purchase was when HKD was higher agst MYR (above 0.56), & now only about 0.54, i prefer to estimate my breakeven as 160.

Anyhow, since my original thesis was Alibaba is China's Amazon, I can hold for a long time, but with a lot of disappointment along the way

buffett sold all BYD. Anyone still holding BYD? (I don't have any BYD, seeking your views)

I plan to get some but not at this level. Need it to be lower than 20 p/e. Preferably 15-18 range if have the chance

Not looking to touch anything EV related

My concentration is still on BABA, BIDU, TENCENT, FUTU and JD

Very soon. Already HKD170

this baba... really caught me by surprised.... breached 174 just now.

Very tempted to sell. But my inner voice ask me to hold and add more position. Hahaha dilemma now

I am selling some of my positions. A lot of KOL in hk blow 9988 will fly to 200 - 250hkd 😅😅😅😅

Both BABA and JD doing well. Will keep holding but slightly reduce my position.

Just hold, bro…. Unless you have a better investment to go for… don’t reduce at all….