Dont discount PLA action completely. Can still happen. The ball is now in the demonstrators court. HK govt has shown willingness to compromise. If demonstrators become stubborn n get worse then there is now more justification for drastic action.

China Mobile currently has 740 million 4G customers. Over the next few years, these people will be upgrading their package to 5G. N China govt is pushing 5G hard as a national priority. That is what I'm excited about.

Other than China Mobile.. Well basically tech, consumer n autos should be good long term plays. The big thing about China is the growing middle class. What will they spend on? Think along that line. The traditional export manufacturing sectors are taking back seat in China economy.

The trade war will accelerate this further as China try to build domestic resilience. Early this year they introduced fiscal policies to encourage domestic consumption. Expect more to come.

Banking is out..still too risky now with their bad debt problem. Insurance is ok (eg AIA) as middle class will start buying more insurance.

Short term.. Watch Cnooc and Petrochina..

This post has been edited by Cubalagi: Sep 5 2019, 12:32 AM

Oh.. I missed out Sinopec.

Yes. Im bullish OnG atm but I picked Petrochina. Oil prices looking strong. if u think there will be a US China truce this month n HK calm.. this will be good place to put some bets.

Of course, high risk bet. Get ready to take profit or cut loss fast. It only takes a bad tweet... 😅

N not sifu... don't believe what I say..

This post has been edited by Cubalagi: Sep 5 2019, 11:38 PM

I don't see the need to limit to one type. High dividend types tend to be stable, low growth companies. Low/no dividend types tend to be high growth types. Depending on market cycle, one will outperform the other.

And of course, a great way to boost income is to get a nice capital gain somewhere and to dump it into a high yield instrument..

This post has been edited by Cubalagi: Sep 9 2019, 01:12 PM

Aramco IPO.. Why u think I bullish OnG? 😆

This post has been edited by Cubalagi: Sep 9 2019, 02:30 PM

Petrochina. End Aug just before Merdeka weekend..

This post has been edited by Cubalagi: Sep 11 2019, 02:04 PM

Well yes.. I have parked some in Malaysia OnG also.. 😆

But u see, Malaysia OnG are small n mostly retail investor plays. So these will be slower to move n very volatile as Malaysian retail investors are still cautious. But if they move, I hope to make good $$$.

Petrochina is an HK index linked stock. So immediately benefit from the international flows n already up 10% in 2 weeks. .

Btw these are short term opportunistic trades..

This post has been edited by Cubalagi: Sep 11 2019, 08:57 PM

My view is that u should only be this "Fixed Income" investor if u are a retiree or close to retiring and need the dividend for income to cover expenses.

I focus more on total return. Money is money regardless from dividends or capital gains. I'm happy to get dividends but capital gains are usuallly a faster way to increase total return. I have both high divdend stocks and low/no dividend stocks, for diversification purposes.

However, I don't need the dividend as income as I'm still earning a paycheck every month. Dividends get reinvested.

Progress is measured not by how much income I make but how much my investment portfolio grows every year.

U guys think that the political risks to HK stocks has abated?

China blue chips up.. AIA big jump.. HSBC drop big..

This post has been edited by Cubalagi: Oct 28 2019, 06:38 PM

HSI really down today, a good reminder of the risks of Market.

Buy the dip or stay put or get out..?

Report says it will raise USD13 billion. So it will dilute, but not by much considering its market cap is nearly USD500b.

Price in HK should be very close to US, but not the same due to hours difference.

Now I remember that Baba in US is a depository receipt. Not sure now what will be listed in HK. Stock or DR.

For the Chinese listed stocks.. like China Mobile, ICBC etc. Not for HK stocks like HSBC, AIA..

EWH doesn't have Tencent. So unlikely it will have AliBaba in the index.

Hong Kong stocks have stamp duty. Etfs are exempted.

This post has been edited by Cubalagi: Nov 17 2019, 01:28 PM

The China companies, like AliBaba, earn revenue in RMB not HKD. So the right currency to be worried about is RMB.

In the situation where HKD is to weaken, then the stock should go up HKD wise, all things being equal.

Of course a HKD peg break is a big market negative event n risks assets globally will be negative.

This post has been edited by Cubalagi: Nov 27 2019, 12:20 PM

Buy either the HSCEI etfs or the China A shares ETFs, there are many to choose form.

Got more upside if trade deal signed. PE is still lower than Amazon, with higher earnings growth.

My exposure to Baba is currently via a Bursa Malaysia Etf (0829EA) which has a 11% exposure in Baba. Currently, it's invested in the US one, but I expect it will convert to the HK one next month.

Not 2822. That's China A index. Mainland China listed stocks. No Baba there. 2828, which tracks HSCEI index, is quite likely, but I dont know when. Baba could even join the main index, HSI, soon enough.