PaladinSir
PaladinSir
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avatarPaladinSir
2022-08-15
$Niu Technologies(NIU)$The good news is, despite challenging Q2 from lockdowns, NIUis still profitable! Compare that to the same share price in 2019, NIU has more products, stores and profitable! I had thought it would make a loss in Q2 due to lockdowns and high lithium prices. If you can be profitable in a bear market, it's nothing to be ashamed of. Most importantly, international sales grew 300%, And with sodium ion batteries next year, it should see high growth from a low base this year.
avatarPaladinSir
2024-01-05
$Sea Ltd(SE)$  Lazada retrenched all it's chief marketing officers in it's markets? That's as good as punishing them for not gaining market share and forgoing to be number 1 in the region. Save the money on subsidies?  Shopee should capitalise on this and roll out campaigns targeting localised products by local merchants and artisans. 
avatarPaladinSir
2022-05-12
$Canaan Inc.(CAN)$Not recommended to short as with current market cap of $500 plus million and $100 million share buyback, it can buy some 20% of its shares, so short squeeze can happen anytime. It appears there were so high orders in 2021 that there is backlog to complete all the way to 2022, if so,unless there are cancellations, revenue will be stable. Mining farms and companies that hold a lot of bitcoins on their books should have it worse, not cash rich ASIC manufacturers
avatarPaladinSir
2021-08-02
$Tiger Brokers(TIGR)$$Futu Holdings Limited(FUTU)$https://investinchina.chinadaily.com.cn/s/202107/29/WS61027ed2498e6a12c1203bcc/chinas-internet-industry-scaling-new-highs.htmlChina daily reported this today and talks about boosting economy in 2nd half of the year
avatarPaladinSir
2022-10-21
$Lufax(LU)$At this rate, I wonder if will fall below $1 for a profitable company and be delisted? 
avatarPaladinSir
2023-08-23
$Sea Ltd(SE)$ SE is facing competition from Tik Tok shop but I believe in 2-3 years, SE will prevail, reason being what is observed from China.  SE has both product search ecommerce and livestream ecommerce and is not dependent on only one type.  From recent reports from China, livestream ecommerce can generate a lot of sales but the return rate can be 60% due to impulsive buying. Now if the infrastructure isn't there, who will bear the cost of returns? This means the cost per transaction is high, if you include returns. Then for livestreamers, they take commissions, so who pay for commissions? It will be shared by buyers and sellers, so the cost or price of products will need to be higher or seller
avatarPaladinSir
2025-03-19
$Qifu Technology(QFIN)$ I had a head start and fell in love with you when nobody believed in you
avatarPaladinSir
2022-04-29
$Tiger Brokers(TIGR)$$Futu Holdings Limited(FUTU)$$Lufax(LU)$ This was my suggestion, glad they took it up. As long as audit papers are in China, no risk of data security going overseas to unintended people. 
avatarPaladinSir
2022-03-12
$Futu Holdings Limited(FUTU)$$Tiger Brokers(TIGR)$US seems to be borrowing the strategies from China. Crackdown on dissenters until they yield to you. I am sure the management of Chinese ADRs are under tremendous pressure now seeing their stock options and personal wealth erode and putting pressure on Chinese officials to yield. Hope after losing their personal wealth, they can still focus on their job. China should rethink its policies. The last twenty years of economic growth was because of closer ties with the West. Stop hurting global Investors and own interests. 
avatarPaladinSir
2023-08-08
$Sea Ltd(SE)$ This stock is a play on the economic development of ASEAN countries and whether unlisted new entrants like Tik Tok shop have enough cash to burn to wrestle market share.  Generally I think SE, as a Singaporean company , has a higher chance of winning in ASEAN and Taiwan against Tik Tok, which is Chinese owned

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