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 Hong Kong Exchange & HK Stocks, Per title post-Extradition Bill W/drawal

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Barricade
post Sep 25 2025, 05:34 PM

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QUOTE(Hansel @ Sep 25 2025, 04:59 PM)
Just hold, bro…. Unless you have a better investment to go for… don’t reduce at all….
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That’s what I thought too. I can’t see a better investment at the moment. US equities are overpriced like mad.
Barricade
post Oct 2 2025, 11:13 AM

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Looks like still going up. Buy buy buy. Road to 1 trillion cap.
foofoosasa
post Oct 2 2025, 03:42 PM

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QUOTE(Barricade @ Oct 2 2025, 11:13 AM)
Looks like still going up. Buy buy buy. Road to 1 trillion cap.
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Which one u holding nw beside 9988
Barricade
post Oct 2 2025, 04:00 PM

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QUOTE(foofoosasa @ Oct 2 2025, 03:42 PM)
Which one u holding nw beside 9988
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BABA, JD, BAIDU, TENCENT, FUTU and POPMART


foofoosasa
post Oct 2 2025, 08:51 PM

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QUOTE(Barricade @ Oct 2 2025, 04:00 PM)
BABA, JD, BAIDU, TENCENT, FUTU and POPMART
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U have good timing for baidu
Barricade
post Oct 2 2025, 09:21 PM

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QUOTE(foofoosasa @ Oct 2 2025, 08:51 PM)
U have good timing for baidu
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Just pure luck. Been accumulating below USD90. I trade ADR cause I want 24 hours trading.

This post has been edited by Barricade: Oct 2 2025, 09:23 PM
howyoulikethat
post Oct 24 2025, 10:43 PM

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From: Land of Honah Lee
why are China semicon stocks surging upwards?
foofoosasa
post Oct 24 2025, 10:53 PM

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QUOTE(howyoulikethat @ Oct 24 2025, 10:43 PM)
why are China semicon stocks surging upwards?
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Independence production from tsmc and nvidia?
The technology still far away but slowly catching up.
howyoulikethat
post Oct 25 2025, 02:39 PM

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QUOTE(foofoosasa @ Oct 24 2025, 10:53 PM)
Independence production from tsmc and nvidia?
The technology still far away but slowly catching up.
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that this will cause the semicon companies to have more revenue & profit seems legit. i also heard SMIC has caught up with 5nm production, but to pay PE 100 over is beyond my acceptable levels ohmy.gif
foofoosasa
post Oct 25 2025, 04:41 PM

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QUOTE(howyoulikethat @ Oct 25 2025, 02:39 PM)
that this will cause the semicon companies to have more revenue & profit seems legit. i also  heard SMIC has caught up with 5nm production, but to pay PE 100 over is beyond my acceptable levels   ohmy.gif
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Expected pe from some consensus next year is pe 50 , next 2 year is pe 25.of course all this is expectation from IB. Believe or not is up to u.

This post has been edited by foofoosasa: Oct 25 2025, 04:41 PM
TSHansel
post Oct 25 2025, 10:11 PM

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QUOTE(howyoulikethat @ Oct 25 2025, 02:39 PM)
that this will cause the semicon companies to have more revenue & profit seems legit. i also  heard SMIC has caught up with 5nm production, but to pay PE 100 over is beyond my acceptable levels  ohmy.gif
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QUOTE(foofoosasa @ Oct 25 2025, 04:41 PM)
Expected pe from some consensus next year is pe 50 , next 2 year is pe 25.of course all this is expectation from IB.  Believe or not is up to u.
*
I think…. No need to think abt future p/e ratios. Buying early is good enough in today’s mkts.

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