JPTENCT@EC2703B

Oracle’s Shares fell and suddenly jump due to their cloud infrastructure revenue increases 121%. Followed by Apple shares rise and Corning signed a new deal with Verizon. Taiwan Semiconductor revenue increases 53.3%.

However, other US stocks, Hang Seng Hong Kong shares and Singapore Straits Times Index and DBS Bank decrease. OCBC Bank still maintains their flat rate. But UOB Bank slightly rises.

Suddenly, Tencent-backed AI chipmaker Enflame surges.

Hope things can go well.

$Tencent 5xLongSG270930(PSJW.SG)Context: Tencent remains under pressure and my leveraged position has slipped further since my last update. The recovery I was hoping for hasn’t happened yet.

My trade: I’m still holding my Tencent 5xLong position at a cost of 0.045. It is currently trading at 0.030, putting me down 33.33%. I haven’t added to the position as I prefer to wait for clearer signs of a recovery.

Takeaway: This trade is a good reminder of how quickly leverage can amplify losses. Next time, I need to be more disciplined with my entry and risk management. @Captain's Treasure

$TENCENT(00700.HK)$BILIBILI-W(09626.HK)

🔄 Tencent’s Bilibili Exit: Capital Recycling in Action

Tencent’s near-total divestment from Bilibili is not about a sudden profit windfall, it is a smart capital discipline.

📉 Actually Not a big gain but small losses 😔

The stake is marked to market, so quarterly profit impact is negligible.

Sale price HK$115.38 was below the June valuation (~HK$131.70), leading to an estimated US$84M–US$98M loss ( just ~1% of one quarter’s net profit, immaterial for Tencent ).

🎯 The real strategy: capital recycling

• Converts minority stake into US$393M net cash to fund AI growth, buybacks and dividends.

• Takes US$200M in convertible notes: downside protection, plus upside if Bilibili tops HK$155.79.

• It is a repositioning and not a split. Tencents is still partner with Bilibili but capital goes where it matters most now.

A masterclass in financial agility: prioritizing liquidity and focus over short-term optics. ✅️

Refer to the infographic for more information ☺️☺️

Not financial advice. Do your own DD ☺️.

$Tencent 5xLongSG270930(PSJW.SG)Context: Tencent has been weak recently and my leveraged position has taken a big hit. The price continued dropping more than I expected.

My trade: I am still holding my Tencent 5xLong position, currently down 31.11%. I haven’t added more yet as I want to see whether Tencent can stabilize and recover before deciding my next move.

Takeaway: Leveraged trades can move very quickly, so I need to be more careful with my entry and manage the downside better next time. @Captain's Treasure

$KUAISHOU-W(01024.HK)$BILIBILI-W(09626.HK)

🚨 Tencent Sold - But Kuaishou & Bilibili Are Fine! Here’s Why

Are Kuaishou and Bilibili in trouble after Tencent trimmed its stakes? The short answer is absolutely not. ✅

The market reacted with short-term anxiety. Their latest earnings tell a very different story.

These divestments are secondary-market transactions. Zero cash changes hands at the company level and founders keep full operational control. 🤝

Why They Remain Strong:

✅ Partnerships Unchanged:

Core collaborations - advertising, cloud, gaming and payments are completely unaffected.

Tencent even recently backed Kuaishou’s AI unit, Kling AI! 🤖

✅ Financially Independent & Solid:

Both are profitable, cash-positive and self-sustaining:

• Kuaishou: Q2 revenue RMB 35.5B, profit RMB 3.1B, liquidity RMB 62.3B 💰

• Bilibili: Liquidity RMB 24.3B, Q1 adjusted profit +62% YoY 📈

Short-term sentiment and share supply may pressure prices but realistically and operationally nothing has changed.

These are mature, self-sustaining businesses.

Don’t let market noise overshadow strong fundamentals! 📊

See the real numbers in the infographic below 👇

Not financial advice. Please do your own DD😉.

An interesting opinion I read the other day when someone said the typical Singaporean "safe investment" of chasing STI etf/ 3 local banks could be riskier than one would think it is. The heavy concentration in the banking sector and lack of diversification could prove risky from time to time as the financial sector is tightly linked to interest rate cycles, property markets and non wealth products. On the flipside, the blue chip companies have been proven over time to generate decent and stable returns (including consistent dividend payouts).

In short as said many times, trust your thesis love your leader, all things will comes into flow cos the leader cannot lose more than us. We are nothing compared to their own reputation. Swings is inevitable as this is a stock market. Bottom line love your leader !💪🇺🇸🤺🎢⛳️😎❤️

$TENCENT(00700.HK)

Buy and hold Tencent when everyone are fearful 😊

🔷 Context

I bought Tencent yesterday and it is currently trading at HKD441.20, up +0.50%, comfortably above my entry cost of HKD439.00 ✅

🟢 Why am I buying Tencent:

Valuation is at 14.8x TTM P/E and 15.3x forward P/E.

Tencent sits near the very bottom of its historical valuation range and roughly in line with quality-adjusted China internet peers.

This discounted multiple already prices in significant market skepticism around AI capex returns and the continuity of its buyback program. This means that there are a lot of pessimism already baked in.

Financial strength: It still boasts one of the strongest balance sheets in large-cap tech,near-zero net debt, roughly HKD530 billion in cash and a massive, high-value investment portfolio.

But the picture shifted in H1 2026: capex jumped ~80%, quarterly free cash flow turned negative and net cash levels halved. The foundation remains rock solid today.

🔷 My trade:

I took the opportunity to add 100 shares when the price looked extremely attractive. I buy when others are fearful. I know i am investing in one of the world’s largest companies.

A company that has a fully integrated closed ecosystem built around WeChat and QQ, spanning games, WeChat Pay, digital content, advertising, cloud services and a huge global investment portfolio, with powerful synergies running through every part of its business. 🧩

🔷 Key takeaways:

Long term conviction stays strong.

Let’s go Tencent dragon 🐉💪

$Tencent 5xLongSG270930(PSJW.SG)$Tencent

Context: Tencent has been a painful one for me. My 5x Long position went quite deep into red before, and I DCA several times to bring my average down. It has recovered from the recent low, but I’m still at -13.33% with market price 0.039 vs my average 0.045.

My trade: I’m still holding because I think Tencent has room to recover, but with 5x leverage the movement is really unforgiving. Even when the underlying rebounds, recovering the DLC loss is not always as fast as I expected.

Takeaway: DCA on a leveraged product needs much more patience and risk control. Next time I would probably enter smaller first instead of averaging down too aggressively. @Captain's Treasure