asoyissalty

$SpaceX(SPCX.US) In the one or two hours before the first day of a new stock's listing, it's on-site bidding, and the electronic quote doesn't show it. 😂

$BIDU-SW(09888.HK) Kunlunxin has submitted listing application materials for the STAR Market.

$XTALPI(02228.HK) The friends inside are tormented 🤣, but the more torturous the stock, the greater the potential. Let's set off again after these few days of adjustment.

$SEAZEN(01030.HK) Thoughts on ZhiPu's 4.19 property purchase announcement: @SnowlinTeahouse: $ZhiPu(02513)$ The story behind this announcement makes me quite emotional. This essentially discloses an office building transaction. ZhiPu spent 360 million yuan to buy a standalone office building in the Zhongguancun Science Park, with an average unit price of about 16,000 yuan per square meter. This building is for commercial/office use, without the many industrial constraints of research-oriented buildings. For ZhiPu, this price is obviously a very good deal.

However, what I'm more concerned about is the counterparty in this transaction, Anshi Asset. Anshi Asset is a real estate asset management company jointly established by former DTZ Greater China Chairman Zhang Guozheng and GLP after his departure. This building was precisely what he bought from Sino-Ocean Group for 850 million yuan in March 2021. At that time, given its location, price, and the scarcity of its property rights, it would have been very difficult to secure without Chairman Zhang's connections. Yet, five years later, this building can only be sold for 360 million yuan, a loss of 60%; moreover, this building was purchased with leverage from bank loans. Looking solely at the equity capital, it went from 570 million yuan (850-280) to recovering just over 8 million yuan, a drop of over 80%...

What does this show? It shows the future is unpredictable. Even the top experts in the industry cannot see through it. The same applies to the investment market. Retail investors like to blindly follow influencers, track the movements of major players, but never consider: what if the experts are wrong, and the major players are wrong too? — State-owned capital can lose money, so why can't the big players in the capital market lose money?

No matter how professional the judgment, it's based on analysis of the present. The situation is changing, and analysis and decisions also need constant fine-tuning, and major adjustments when necessary — of course, easier said than done. Let's encourage each other.

Making mistakes is not a big deal. What's important is to establish an executable correction mechanism.

ZhiPu bought this building. Twenty years from now, this office building should still be among their own assets, but whether the company will still be around after the AI wave is another story.

$XTALPI(02228.HK) I've been waiting so long my legs are numb, teachers, please put in more effort.

$BIDU-SW(09888.HK) has been mostly sold off, is it starting to go bullish again now? 🤣

I'm quite bullish on Citigroup, a US bank with relatively strong fundamentals.

$BIDU-SW(09888.HK) Cherish the shorts who keep voicing their opinions in the comment sections of stock forums like Guba, Xueqiu, and Tonghuashun. They are an important sentiment indicator for your market judgment. Be sure to protect them and give them more likes. (Forwarded from 最爱番茄炒蛋总)

$SEAZEN(01030.HK) This crappy real estate company is starting to issue options again.

$SEAZEN(01030.HK) is too quiet, no one holds it so it's pulling hard🤣

$JXR(01951.HK) is as quiet as medical devices. The longer it consolidates, the stronger the trend will be. Keep adding positions and wait patiently 😄

$RUSAL(00486.HK) Awesome, dude! 🙀

$SEAZEN(01030.HK)The last position was added in October last year, finally broke even after so long😝

$BIDU-SW(09888.HK) whipped the short-sellers' asses with chili-water-soaked whips 🤣

$BIDU-SW(09888.HK)If it rises again, there will be no stock left😔

$BIDU-SW(09888.HK) didn't follow the drop of Hang Seng TECH and Chinese concept stocks yesterday, but it's making up for it today. Hold on, there will be new highs ahead.

$CNNC International(02302.HK) bought a position at 6.89

$BIDU-SW(09888.HK) hit a new high amid controversy, proving itself as the true long-tested leader of Hang Seng Tech, unlike the takeaway component stocks of Hang Seng.

$BIDU-SW(09888.HK) hit a new high amid controversy🫥

$XTALPI(02228.HK) Just add a position, whatever

$EDGE MEDICAL-B(02675.HK) No allocation notice at this point, is it out of stock? 😔

$EDGE MEDICAL-B(02675.HK) Try the waters in the new year