China - Market Strategy 04 (Aug 18 - Jan 23)

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby behappyalways » Tue Jul 23, 2019 2:46 pm

Shares soar at 'China's Nasdaq' market debut
https://www.bbc.com/news/business-49067702
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby behappyalways » Fri Aug 02, 2019 5:01 pm

2019.07.28【文茜世界財經週報】科創板交易首日集體暴漲 平均漲幅近140%
https://www.youtube.com/watch?v=Yai-Sq_ ... ex=10&t=0s
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Sat Jan 11, 2020 3:21 pm

Chinese stocks are dirt-cheap compared with their U.S. counterparts

We can see this by first looking at the price-to-earnings (P/E) ratio for the FTSE China 50 Index ...

Right now, Chinese stocks are trading for a P/E of 9.1. That's dirt-cheap compared with the S&P 500's P/E of 21.5.

Said another way, Chinese stocks trade for a 58% discount based on this measure. That's massive!

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Wed Jan 15, 2020 9:41 am

Don’t Discount A Black Swan Event For China

by Kenneth Rapoza

The market needs to pay attention to China's move towards authoritarianism. That move could hamper relations with the U.S. even more and cause headaches for global firms.

One obvious black swan is unrest in the Middle East, to which China is exposed as the largest importer of crude oil from the region.

Domestically, recent viral outbreaks have revived memories of the 2003 SARS epidemic. That could get out of hand, a potential black swan.

There is also the risk of bond bailouts and bankruptcies in the small and mid-cap company space that could eventually blow up a brand named corporation, or bank, that the market is familiar with.

“Our forecast makes no allowance for supply-chain adjustments in response to the trade war, which could have a lasting negative impact on the economy”.

Marco Rubio wants to have indexers like MSCI to remove Chinese securities from their benchmarks, ultimately banning investors from owning them.


Source: Forbes

https://www.forbes.com/sites/kenrapoza/ ... f5a0f73294
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Mon Feb 03, 2020 8:46 pm

Regulator stays broker sell orders to stem equity rout

China’s securities regulator tapped some brokerages and funds to support the stock market amid an onslaught of selling on concern the rapidly spreading Wuhan coronavirus will deepen a slowdown in the economy, people familiar with the matter said, Bloomberg reports.

The China Securities Regulatory Commission told some brokerages that their proprietary traders aren’t allowed to be net sellers of equities this week, said the people, asking not to be identified discussing a private matter.

Brokerages are today only allowed to sell to meet redemptions by investors, according to the people.

Shares nevertheless plummeted, posting the biggest declines since an equity bubble burst in 2015.

Chinese authorities have a long history of intervening to limit losses in equities -- both directly and through issuing guidance to brokerages -- with mixed success.

While state buying is credited with helping to end the rout in 2015, there was a US$5 trillion wipeout before the recovery started to take hold.

Regulators unveiled a package of measures over the weekend to ensure stability of its US$45 trillion financial system as the nation stepped up the fight against the virus outbreak.

The central bank cut rates and supplied 1.2 trillion yuan to money markets today.

The CSRC said it would halt night sessions for futures trading and allow some share pledge contracts to be extended by as long as six months.

The CSI 300 Index dropped by 9.1 percent as onshore financial markets opened for the first time since Janauary 23. It fell by 8.2 percent as of noon.

Source: The Standard

https://www.thestandard.com.hk/breaking ... quity-rout
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Mon Feb 17, 2020 2:40 pm

Chinese asset managers prop up coronavirus-hit funds

by Chris Flood and Selena Li

China's largest asset managers have stepped up their efforts to bolster investor confidence during the coronavirus outbreak by pledging to spend about $350m of their proprietary capital to buy shares in their own funds.

At least 39 asset management companies operating in China have injected a total of about Rmb2.4bn ($350m) of their own capital into their funds, according to information from the Asset Management Association of China and the data provider Wind compiled by Ignites Asia, a Financial Times' title.

Source: Financial Times

https://finance.yahoo.com/m/51ca7d81-b8 ... -prop.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Thu Apr 16, 2020 7:51 am

Chinese equities no longer offer haven in global sell-offs

Source: SCMP

https://www.scmp.com/business/china-bus ... -sell-offs
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Mon May 11, 2020 1:50 pm

<Research Report>Citi's List of CN Beneficiaries of Stimulus at NPC Meeting (Table)

Shares│Ratings│TPs (HK$)
TENCENT (00700.HK)│Buy│495
ALI HEALTH (00241.HK)│Buy│20
TOPSPORTS (06110.HK)│Buy│12.24
SHIMAO PROPERTY (00813.HK)│Buy│38.8
CHINARES CEMENT (01313.HK)│Buy│12.6
GLODON (002410.SZ)│Buy│RMB54
ENN ENERGY (02688.HK)│Buy│94

Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Tue May 19, 2020 7:11 am

How will China's Annual Legislative Meeting affect the stock-investor?

Source: SCMP

https://www.scmp.com/business/markets/a ... k-investor
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby behappyalways » Tue Jul 07, 2020 11:55 am

China told citizens to buy stocks, boosting market — ‘We have the Fed...China has its state media’
https://www.cnbc.com/2020/07/06/china-s ... media.html
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

PreviousNext

Return to Archives

Who is online

Users browsing this forum: No registered users and 9 guests

cron