waaa..... die die you want to fight ....

If i see something i like i will buy if the price is right haha. But this is a bad investment at the moment.

You didn't draw the line in the sand...

I did draw, thats why i stop averaging for awhile.

But then im a sucker for value. If it pass my value metric, then i buy some.

But it's China....... what if your value cannot be realised??

Yup that is the biggest risk. An untested non democratic government.

Well share is always calculated risk. Very hard to get the best setup.

you have the guts. I entered at 147 HKD, now just holding & watching the slump

Yes... share is always all about calculated risk... in which the Chinese State has negated all the theories about value in these stocks....

Still... you still better redefine your line in the sand.

How low will you be willing to hold the stock?
and most important, the position sizing in this stock. Don't think 'value' for a moment, ask yourself, how much are you really willing to bet in this situation (knowing very well your bet is basically against DaiGe (borrowed phrase.. )

This post has been edited by Boon3: Dec 7 2021, 12:24 PM

Not that related to HK shares, but story from HK i-banks trading floor.

https://finance.mingpao.com/fin/instantf/20...%85%ac%e5%b9%b3

*Girls don't read this.

The article mainly concerns with gender equality. MNCs these days are making funny requirements, i.e. same number of male and female in the final selection for job interviews. But what if you have 16 males and 4 females competing for 4 positions (i.e. 2 for males, 2 for females)? The success rate becomes 50% for females, but only 12.5% for males.

In another case, the author's friend, Samantha, a finance-related lawyer, is asked to choose 5 females and 5 males from 22 females and 8 males candidates.

Certain jobs by nature are excelled by certain gender, and the author is questioning whether the "gender equality" requirement has become too strict and overinterpreted.

This post has been edited by TOS: Dec 9 2021, 02:59 PM

Waiting for DaGe to see that for china to succeed they need an alibaba to match an amazon. Once they realize it, it will be on the way to a trillion dollar business.

But for now, its the worse casualty in my portfolio.

What if DaGe doesn't want to see these companies become a trillion dollar business?

What other holdings u have other than Baba?

Tencent. I love their position for metaverse.

They almost have the complete eco systems.

1bil + Engaged User Base (East WeChat user + rest of the worlds Gamers) + Engine (Unreal) + Strong Tech Universe tie up via investment (Roblox, Epic, Riots, SEA, Spotify )

Hello, any ETF hunter?

Comment on Global X China BioTech 2820?

ETF is too focused n too small for my preferance.

Oh I see.
I agree some themed ETF are very specific and focused.
I will only consider them when there are multiple counters I wanted to hold at the same time.

What is your investment strategy?

For HKEX ETFs, I hold:

2804: invests in Vietnam stocks

3173 : invests in China New Economy stocks listed in Mainland. None of the giant tech companies like Baba and Tencent here .

Both by Premia, a boutique ETF issuer in HK.

This post has been edited by Cubalagi: Dec 17 2021, 08:38 AM

https://finance.mingpao.com/fin/instantf/20...%b9%a3%e3%80%8d

Joe Tsai dares to part ways with CCP. CCP says no to crypto. He says he likes crypto.

Year end gift for everyone.

I wonder who is the party doing all these massive buying during last day of the year.

My theory was due to short covering of US listed China tech stocks yesterday. Spillover to HK.

Let's hope we saw bottom this month.