$TENCENT(00700)$In the short run , the market is based on fear or greed (human emotion) currently , sentiment for CN stocks arefear lingering on . On the long run , the actual performance of the companies do matter.Istrongly believe great company like $JD.com(JD)$, $Alibaba(BABA)$and Tencent will beback . Let’s see , those that fear the market.. how long is your horizon ? Based on thesecompanies track records , the current is really good . Yes ,there’s regulation risks but it’s hurdles that the companies get over whichthey have did so in the past . The voting machine on short term perspective vs the weighing machine on the long term perspective.
$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 .
$TENCENT(00700)$Haha q2 results is within expectation and good growth from the company . This show’s that the the recent drop is bargain / discount on Tencent . Haha shall continue to be vested . Yes currently there’s business risks from Govt regulations .. but that’s already factored into the recent drop from 700 to 400 .. are you in ?
$游戏驿站(GME)$ After what happened ytd, I decided to show my support to GME (Even when it goes against my value investing principles). It's no longer about earning money, now it's about bring the message across!
$TENCENT(00700)$I’m a long term horizoninvestor , value investor always look out for stocks in bargain . You can never time the market ( knowing the lowest ) but you can always invest when the company is fundamentally sound :)