QUOTE(Hansel @ Sep 25 2025, 04:59 PM)
That’s what I thought too. I can’t see a better investment at the moment. US equities are overpriced like mad.Hong Kong Exchange & HK Stocks, Per title post-Extradition Bill W/drawal
Hong Kong Exchange & HK Stocks, Per title post-Extradition Bill W/drawal
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Sep 25 2025, 05:34 PM
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#1661
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4,154 posts Joined: May 2005 |
QUOTE(Hansel @ Sep 25 2025, 04:59 PM) That’s what I thought too. I can’t see a better investment at the moment. US equities are overpriced like mad. Hansel liked this post
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Oct 2 2025, 11:13 AM
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4,154 posts Joined: May 2005 |
Looks like still going up. Buy buy buy. Road to 1 trillion cap. TruboXL and foofoosasa liked this post
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Oct 2 2025, 03:42 PM
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3,482 posts Joined: Sep 2007 |
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Oct 2 2025, 04:00 PM
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4,154 posts Joined: May 2005 |
QUOTE(foofoosasa @ Oct 2 2025, 03:42 PM) BABA, JD, BAIDU, TENCENT, FUTU and POPMART foofoosasa liked this post
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Oct 2 2025, 08:51 PM
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3,482 posts Joined: Sep 2007 |
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Oct 2 2025, 09:21 PM
Show posts by this member only | IPv6 | Post
#1666
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4,154 posts Joined: May 2005 |
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Oct 24 2025, 10:43 PM
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#1667
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626 posts Joined: Jul 2020 From: Land of Honah Lee |
why are China semicon stocks surging upwards?
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Oct 24 2025, 10:53 PM
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3,482 posts Joined: Sep 2007 |
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Oct 25 2025, 02:39 PM
Show posts by this member only | IPv6 | Post
#1669
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626 posts Joined: Jul 2020 From: Land of Honah Lee |
QUOTE(foofoosasa @ Oct 24 2025, 10:53 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 |
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Oct 25 2025, 04:41 PM
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3,482 posts Joined: Sep 2007 |
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 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 howyoulikethat liked this post
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Oct 25 2025, 10:11 PM
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9,361 posts Joined: Aug 2010 |
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 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. howyoulikethat and foofoosasa liked this post
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