Category: Stock Analysis

Just as the likes of e-commerce and cloud computing gaining traction in the structural growth opportunities, decarbonization has similar attributes that allow it to fall under the same category. I attended the ESG Sustainability seminar conducted by Manulife REIT (“MUST”) yesterday. It was an eye opening experience because of the limited knowledge I have on…

Shares of Nike Inc. dropped by more than 6% last Friday after the company announced earnings for the first quarter of fiscal 2022 that disappointed investors. The company cited supply chain disruptions which include temporary forced closures of its manufacturing facilities in Vietnam and Indonesia – both countries that are still facing battle of the…

Since the last round of regulatory crackdown for the tutoring industry, the Ministry of Education came up with a set of rules that have disallowed for profit companies to take advantage of the school core curriculum in particular for the 1st to 12th school graders on the core subject curriculum that every child in China…

Quick update on Alibaba Group Holdings (NYSE: Baba) technical chart. Do note that this is based on the NYSE US listed chart so if you’d like to convert them into HK figures, the ADRs to note is 1:8 with an exchange rate of about 7.75. So Baba’s share price at $160 in the US would…

The last time I wrote about Huya was back in June when I took a position at approximately below $15. You can view the article here if you are interested. Since then, the company has plunged due to the fear over regulation on gaming which has also impacted other gaming companies such as Douyu and…

Tencent Holdings Ltd is one conglomerate company in China which has triumphed and dominated so many winners in the past few years that it has become increasingly difficult for investors to buy in and own them simply because they keep on getting better and stronger each year. In fact, if we look across the past…

Alibaba Group Holdings started the new fiscal year quarter 1 reporting for FY2022 by delivering a pretty decent results. Revenue for the quarter is at US$31.8 billion, which represents a 34% increase year on year. This includes the consolidation of Sun Art, which was consolidated into the Group numbers from previous quarter. Without Sun Art,…