$Alibaba(09988)$$TENCENT(00700)$$JD.com(JD)$In my last post , the short term voting machine vs the long term weighting machine . I still believe now is still the right price to enter. With 3 companies financial performance continues to outperform analyst estimation , good growth YoY . If this is not the time to enter ? Then when is ? There is always risks in investing but if you are a value investor , valuation do matters. Is Tencent andAlibaba business going to be downscaling? Idoubt so . Are you missing out on a good opportunity ? In my opinion yes .