Fattycat

I agreed that “ China has a Rough Return From the Holiday”. It has also had a rough economy expansion of 4.5% in the third quarter🤭. It is slightly above forecasts but still below the government's 4.5%–5% annual target. 😖

Strong exports remain the key growth driver, offsetting weak domestic consumption and a sluggish property sector.

I pray for the government to come out with stimulus package to spur the economy further. Hang Seng tech and hang Seng index need further push to go higher. It has been bearish for quite some time since early 2026😣.

$PING AN(02318.HK)

💪 Still Standing Firm with Ping An and I know my patience will Pays Off

Back in September, I shared why I held 1,000 Ping An shares at an average cost of HKD 56.65. Today it trades at HKD 50.05, a paper loss of about 11.65%. It is not easy to see red in the portfolio 😔😣😒

But here is what keeps me holding on:

✅ Strong Fundamentals Remain

• P/E now just 4.94, well below the industry average

• P/B at 0.77 and a solid 6.28% dividend yield

• 36.1% profit growth and an A+ ESG rating . No changes with the business fundamentals.

📌 My Philosophy- same statement😁

Price is what you pay. Value is what you get. The market can stay irrational in the short term but great companies eventually get their fair share. I am in for the long haul not the daily ups and downs.

Thank you for walking this journey with me. To all fellow value investors, thanks for reading and stay the course with me. Don’t give up in what you believe in.

The US market could rebound tonight. ( A good bet 😆)

Semiconductor stocks have been down for over a week now. A bounce looks likely and I don't think the rally is over yet. More to come if upcoming earnings shift investor sentiment.

Stay vigilant and trade safely. Remember next week is Fed week. Market respect Fed and don’t over trade.

$BTC/USD(BTCUSD.HAS)

🏆 [Weekly] Bitcoin Market Outlook: Macro vs. Technicals

Bitcoin is steady around $81,874 after pulling back from its recent high near $88,000. The RSI has cooled off and showing a neutral momentum.

Currently everyone is watching what the central banks will do next.

🚨 Macro Factors to Watch

• Inflation Remains High: CPI came in at 3.7% year-on-year and PPI at 6.3%. Both are keeping US Treasury yields elevated and markets cautious.

• FOMC Meeting Coming Up Oct 27–28: The Federal Reserve’s decision on interest rates will set the direction for all risk assets including Bitcoin.

🎯 Key Price Levels

🔴 Major Resistance: $87,500 to $88,000

🟠 Key Pivot Zone: $83,500 to $84,500. Bitcoin needs to break above here to turn momentum bullish again

🔵 Nearby Support: $80,000 to $81,000

🟢 Stronger Macro Support: $75,500 to $76,000

🔮 Two Possible Paths Ahead

• 🦅 If the Fed Is Hawkish: Losing the $80,000 level could trigger more selling, pushing Bitcoin toward $75,500 to $76,000

• 🕊️ If the Fed Is Dovish: Breaking above $83,500 to $84,500 would open the way to retest the highs near $87,500 to $88,000

How are you positioned ahead of the Fed meeting? 👇

Not financial and investment advice. Do your own due diligence and happy weekend to you ☺️.

$Gold.com(GOLD.US)$SPDR Gold Minishares(GLDM.US)

🔥 [Weekly] Is Gold’s Rally Over? The Inflation Surprise That Matters 🥇

Gold investors, take note. This week’s inflation numbers delivered a clear shock to the gold market.

Here is the main reasons: 👇

🚨 What has Happened?

Both September CPI and PPI came in much hotter than forecast. Headline inflation rose to 3.7% year-on-year while producer prices jumped 6.3% year-on-year (a big upside surprise).

🔷 Why This Moves Gold

Persistent inflation means the Federal Reserve may stay hawkish. It could even raise rates on 28 October again. When rate hike expectations climb, Treasury yields and the US dollar tend to rise.

Since gold pays no interest, a stronger dollar and higher yields create a strong headwinds for its prices.

🔷 Key Price Levels Right Now

Gold trades near $4,165 and testing important levels:

• Immediate Support: $4,050 – $4,100

A break below here opens a quick move toward the major $4,000 mark.

• Overhead Resistance: $4,200 – $4,250

A clear close above this zone would ease the selling pressure.

The market is at important cross junctions. Are you buying near support or waiting for clearer signs? Share your thoughts👇

Not financial and investment advice. Please do your own due diligence😌.

$MINIMAX-W(00100.HK)

🤖 Is the AI Rally Cooling? MiniMax Down 80% — Time to Buy?

MiniMax Group has plunged from roughly HK$900 down to just HK$182.1, an 80% drop 📉.

Is this a deep discount or is the market signalling real risks in AI stocks?

Here is the full picture:

🚀 The Positives

1️⃣ Revenue exploded and up 283.1% year-on-year in the first half of 2026, reaching US$116.6 million

2️⃣ Gross margin improved from 12.1% to 17.9%

3️⃣ Strong cash position. About US$1.32 billion in the bank gives the company plenty of runway

⚠️ The Concerns

1️⃣ Still deep in the red

The adjusted net loss hit US$293 million for the first half.

2️⃣ Heavy R&D spending continues

The company profitability remains uncertain.

3️⃣ Price keeps falling

Technically it is still in a clear downtrend. Oversold conditions do not automatically mean good value and a bounce is not guaranteed.

💡 The Big Question

Can MiniMax turn that fast revenue growth into consistent profits before investors lose confidence?🤔

A lower share price does not mean that it is being cheap. Investors are concerned with the current valuation, the cash burn, the margins and the path to sustainable earnings. All these matters more than just the price drop alone.

🤔 Would you catch the train to buy at HK$182.1, wait for the trend to turn or stay on the sidelines?

Let us discuss what you think below!

Not financial and investment advice. Always do your own due diligence.😌

Good afternoon everyone ☺️

I expected PPI to jump following Thursday's CPI figures and it did. The real surprise was gold. It stayed calm and resilient, barely budging. Perhaps the earlier jitters were a false alarm. I am still not fully convinced.

Meanwhile, Hang Seng Tech performed well today. Alibaba up 3.95%, Tencent +1.24%. The HK market looks deeply undervalued to me. It is just a matter of time before funds rotate back here.

Have a good weekend ahead to everyone. Trade safely. Always have your own “Target profit”, stock loss and don’t be greedy ☺️.Cheers

I decided to visit Longbridge Cafe for a hot mocha today. Great atmosphere and no crowds. So relaxing to sit here during lunch. ☕

Come come and use your voucher here 🤣.

$XIAOMI-W(01810.HK)

🚀 Xiaomi (1810.HK): EV Momentum & Analyst Views

Recently, Xiaomi is drawing plenty of attention! Here is a quick look at what is driving the story and its share price 👇

🚗 Strong EV Momentum

The SkyNomad series secured more than 70,000 firm orders in its first month. Monthly deliveries are rising rapidly to meet strong demand, reflecting fast-growing consumer enthusiasm. This remains Xiaomi’s most exciting growth story right now.

📈 Analyst Ratings & Targets

The consensus is firmly BUY / OUTPERFORM, with an average 12-month target price ranging from HK$34.40 to HK$34.70 — that is over 30% upside from around HK$27 recently.

• Citi: BUY, HK$34.00 target

• Goldman Sachs: BUY, HK$39.00 target

• Bernstein: BUY, HK$35.00 target

• Guosheng Securities: BUY, HK$51.00 target

🔄 More Than Just Cars

Beyond EVs, analysts also highlight Xiaomi’s growing “Human × Car × Home” ecosystem powered by HyperOS, stronger premium smartphone sales, and share buybacks worth over HK$1.27 billion. These all help underpin the company’s long-term value.

Do you share the same view as analysts? Let’s share your thoughts.☺️

📊 See the full picture in our infographic!

Not financial and investment advice. Please do your own due diligence ☺️.

$CSE Global(544.SG)

💡 Staying Patient, Seeing Value- My CSE Global Entry

Made an important decision yesterday. Bought 1,200 shares of CSE Global at S$0.92. 😁

The RSI was deep in oversold territory and the price had halved from its highs. To me, this looked less like a failing company and more like a quality business trading at a value discount.

Price is what you pay; value is what you get. The market can be emotional in the short run but over time fundamentals tend to win out.

I don’t expect an instant rebound. Value investing means being patient and comfortable looking a little lonely at times. But I believe in buying when others are fearful, especially when the numbers back it up. 🚀

Let’s see how this unfolds.

Here’s to the quiet confidence of buying value when it goes on sale! 😁

$XIAOMI-W(01810.HK)

My Xiaomi Story - Holding Strong and never give up✊

Currently holding 1,600 Xiaomi-W (01810) shares, average cost HKD 30.135 ☺️

Yes, I am down -11.26% on paper right now but conviction never shaken. 💪

The recent rally is already validating Xiaomi’s bold strategic shift into EVs. The Pengcheng lineup speaks for itself: 70,000+ orders locked in the first month alone, that’s outstanding early demand. 🚀

Furthermore, Xiaomi’s ambitious plan in Europe expansion coming next year. This is just the beginning of the growth story.

Xiaomi is not just a phone brand anymore, it is building a smart energy & mobility ecosystem that will run for decades.

Short-term fluctuations do not change the long-term vision. I strongly believed patience pays off. 😘😍😘

This is not investment or financial advice. It is just my passion sharing about my investment journey and conviction✊✊✊👊🏽.

Tonight's CPI figures will likely set the tone for trading ahead. Expect volatility. I believe S-REITs are oversold. They do not deserve this pressure since these REITs are backed by real, income-producing assets. I hope inflation comes in as expected so the market can reassess their true value. Please 🙏🏻

I believe this week belongs to the CPI numbers. One of the most important indicator Fed look at it. Even TSMC's solid results could take a backseat. Let's see how it plays out 😊

Next, in my view, the recent REITs prices have fallen too far. The underlying income-generating assets remain intact. There's simply no good reason for this big a decline. 😪