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My youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw I am not a geopolitical expert dealing in Europe matters. But in recent days, there have been increasing level of reports stating that Russia has been deploying troops around Ukraine. Even Joe Biden was reportedly mentioning that the different tiers of actions that may be taken by Russia and how US will respond accordingly. What I am truly worried about is an increasingly divisive world. This is not good for the world's development and economic development. Why? War or disputes block human's development. In the face of global climate issues, who needs more disturbance in the form of disorder in such matters. I do not know who is right or which press is reporting correctly. But what I want to mention is can we

My Youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw Do support and subscribe to my youtube channel if you find my analysis helpful. Its the Federal Reserve meeting this week. Even before the meeting, the US markets are getting so jittery that at one point last night, US tech broad market fell by almost 5%. It has not been the case since March 2020 when we saw a single day with so high percentage fall for broad markets. If you have been faithfully watching my youtube videos, one of which is on Jan 2022 tech correction:- https://youtu.be/J1ge0goNHOo you would note that I have cautioned myself against chasing the buy the dip strategy. To me, there isnt a rush to add shares aggressively. Even for companies like Sea Limited, it has tanked from over 370 USD all the

My youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw Beyond Meat has actually been struggling to hold above 60 USD. I have a quick look of its 3Q2021 results and am not too pleased with the outcome, i.e. decreasing gross margin, lower US sales (retail aspect) and weak US total sales growth (including US foodservice). International sales are growing but logistics cost and higher warehouse costs and inventory writedown make me wonder if this higher international sales growth was obtained from aggressive costing approaches taken. All in all, there is no need for me to chase this stock even when it has come down by almost 70% from its all time peak. Why? Even at this pricing, Beyond Meat is not cheap and growth doesnt come easy and cheap for Beyond Meat. Yes Macdon

My youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw If you have been reading my articles for long, you know that I have covered Sofi Tech before. I am not exactly a fan of its business model when I realised that it has to take on the loans on its balance sheet. Even the share price chart reflects a lower high each round and the recent attempt to peak wasnt successful and it halted its short term peak at around 22 USD.In recent days, it has obtained a bank charter. The market was excited to see it with it rebounding from 12 USD to around 16.3 USD. The explanation was that it can reduce its cost of funds. While I am not a banking analyst, I do think that Basel rules may require Sofi to put in more capital as equity reserve to protect the integrity of its institu

My Youtube channel:https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iwJust highlight the link above and Tiger Brokers will show you the youtube app on your mobile.Apple has again snatched more of Chinese market share with 23.6 percent market share in November 2021, way ahead of other Chinese mobile phone manufacturers. This is partly possible due to its phone price revision as well as the advantage that Apple has obtained with regards to the chip supplies that it has gotten from so many suppliers.In comparison, Xiaomi's handphone sales were not that fantastic in 3Q2021 and this was evident from the sharp fall in smartphones revenue as compared to 2Q2021. The saving grace comes from optimising from available resources that Xiaomi has to sell its smartphones, resulting in it claiming hi

My youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw Readers would know that I am a long term tiger broker shareholder. It is my biggest position in my portfolio as I have been averaging down on this stock in small volume. I have since accumulated a decent position by January 2022. I have been researching China for awhile and at the same time, I have been researching and analysing Tiger Brokers for awhile. It is important to note that I have formed a view on RMB internationalisation and I have also added alot more Tiger Brokers shares given that it is now a special situation bet for me. Will I be right? Only time will tell.. But at current price of 4.71 USD with market capitalisation of 712 million USD and cash of around 300 million USD, Tiger Brokers is not t

I saw an article from state media regarding Huya. Generally speaking, it is just an update on Huya's declaration to be in compliance with China's data security regulations. But it was also noted that Huya's CEO has taken the chance to elaborate on Huya's strategy. Below is the words in Chinese:- 内容方面，虎牙将持续做好优质版权、主播积累，并不断提升精细化运营能力。董荣杰表示，虎牙将依托自身电竞体系化优势，努力打造虎牙的“电竞”标签，挖掘“电竞+直播”“电竞+体育”“电竞+娱乐”等潜力，推动“电竞+”破圈，为电竞绽放杭州亚运会加油助力。 What he meant is Huya will continue to execute on obtaining good licensing rights, accumulation of live streamers and optimise its cost structure. For its business model, it will continue to work on and expand on Esports and streaming, Esports and sports, Esports and entertainment product features. At the same time, they will take the opportunity to expand beyond the comfort

Someone told me that my youtube video has alot of valuable information and has alot of value in it. But it is not entertaining. What I want to say is I would rather have real value in the video then just inserting alot of laughter and entertainment in the videos. Why? If someone wants entertainment, he/ she can watch movies, drama or play games.. Investing and trading is serious activity. If you want fun, go and have fun with the right activity. Like what I always teach my son, use the right tools to do the right things. If you use the wrong tools to do the things, you need double or triple the efforts and may not even get the desired results.My youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw Think carefully! As always, this should not be construed as any in

China has reduced another key rate! This is consistent with what I have analysed and predicted in my youtube video after I have reviewed a PBOC's report over 50 pages in Chinese. This is the youtube video: https://youtu.be/cGJ3mxAd39I This is not surprising for me at all given that I have analysed it. Do subscribe to my youtube channel if you like good analysis. Naturally, Hong Kong markets went up with much excitement this morning. The risk again pertains to whether another 8%, if any, in the US equities broad market may bring down Hang Seng indexes.  China has indeed done well in anticipation of the rate reduction. I do expect China's PBOC to adopt a more proactive policy in 2022! Its incredible that Haidilao and Anta Sports can surge over 6%, respectively today! Even CG Servic

This is a short video on Sea Limited, Grab and Coupang.Go to my youtube channel:https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iwif you are keen for the full video.$Sea Ltd(SE)$ $Coupang, Inc.(CPNG)$ $Grab Holdings(GRAB)$