Despite some bullish movement at the start of the year, the market has turned pretty bear. As a long term investor learning from Mr Buffet, I thought it is turnibg into a great opportunity for picking up some real good companies for bargain prices. I am going to do my purchases, forget about them and come back in 5 years time. These are my picks (am stating their 'moatness' for quick reference):$SEMrush Holdings, Inc.(SEMR)$Market leader in digital marketing visibility management.$InMode Ltd.(INMD)$Proprietary technologies using RF for non or minimally-invasive aesthetic medical procedure. Incredibly well-run company.$Alibaba(BABA)$Ecommerce and payment gia
$亚马逊(AMZN)$Alibaba, Amazon are ecommerce giants facing growth bottlenecks in their ecommerce businesses. Both are now relying on cloud services for near termngrowth
$Alibaba(BABA)$$TENCENT(00700)$$InMode Ltd.(INMD)$For me, Chinese tech stocks are very attractive now, with popular Tencent and Ali being the obvious. In US, I am particularly impressed by INMODE. An incredibly well run company.
ASML's share price saw a -14.5% correction in 2022 year-to-date, after its shares rose by +59.2% in the prior year.However I am expecting ASML to continue to deliver decent revenue growth and margin expansion in the next 5 years, despite growing potential competition from Chinese companiesIts PE remains high. A further 10-20% downward correction will represent a great buying opportunity.$ASML Holding NV(ASML)$
By the end of 2021, Chinese authority futher tightens regulations on property market, in its continuous attempt to avoid bubble burst. At the time, banks and construction relayed plays were badly affected. However, the Chinese government has since announced that many infra projects will take place in 2022, offseting property market gloom. Hence pricesof banks and constructions material companies such as China Resource Cements have increased 15-20% since start of the year. Despite that, I am still seeing upside for the rest of 2022$CHINARES CEMENT(01313)$$ICBC(01398)$$ABC(01288)$