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Posts Tagged ‘China stocks’

Removing Luckin Coffee from my list of Buy on the Dip future opportunities on 75% loss today

This morning the board of Luckin Coffee (LK), the fastest growing coffee brand in the world, announced that it had told the U.S. Securities & Exchange Commission that it had initiated an internal investigation into the possibility that former  COO, Jian Liu had inflated revenues by more than $300 million. Expenses at the company may […]

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The odd mini rally in China stocks

It was less obvious today when there were other splashes of green among global stocks. But on Monday and Tuesday, the trend was readily apparent since so few stocks moved up on those days and so much of the market was colored a bright red. Oddly enough some China stocks were in the green on […]

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Markets climb–it looks like short-covering to me

As of 1 p.m. in New York the Standard & Poor's 500 was up 1.61% and the Dow Jones Industrial Average was ahead 1.59%. The NASDAQ Composite had climbed 1.94% and the Russell 2000 small cap index had gained 1.68%. Overseas the iShares MSCI Emerging Markets ETF (EEM) had moved up by 2.87%. Overnight the […]

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Shanghai stocks close 7.72% lower; damage today is limited to China holiday catch up

Selling in Shanghai and Shenzhen A shares, which trade on those two mainland China exchanges with limits on overseas ownership, drove prices on those two exchanges lower today with the Shanghai Composite down 7.72% and Shenzhen A shares down 8.41% at the close. This was the first day of trading on those markets since they […]

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Saturday Night Quarterback says, For the week ahead expect…

...the big event of the week to take place at the very beginning of the week when the Shanghai Stock Exchange reopens for trading after being closed for a week for the New Year's holiday. Mainland Chinese investors have been left on the sidelines unable to trade Shanghai-listed stocks while fears of the coronavirus have […]

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Adding JD.Com to my Volatility Portfolio on strength of Singles’ Day performance and ahead of Friday’s earnings report

Last time I owned Alibaba (BABA) e-commerce competitor JD.Com (JD) I got a 25% short-term pop. I think it's time to go back to that trade again. JD.Com sold $29.17 billion in goods during the recently completed Singles' Day shopping frenzy. That was a new record for JD.Com and even through the company's sales volume […]

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Ready for the “October 1 rally” in Chinese stocks?

October 1 is National Day in China. That's always a big deal as the country celebrates the founding of the People's Republic. But it's an even bigger deal this year since this October 1 marks the 70th anniversary of the founding. Speculators know that in the run up to past National Days the Chinese government […]

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Raising target price on Tencent Holdings , #4 in my 10 Best Picks for the Next 6 months of 2019 Special Report

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Why are shares of China Southern Airlines up 12% today?

I can't find any news that explains why shares of China Southern Airlines (ZNH) are up 12% today. The entire Chinese market is higher on positive news on the U.S.-China trade talks, but that's been good for gains like 0.56% on JD.Com (JD) and 0.85% on CTRP International.com (CTRP) not 12%. China Southern did announce […]

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I said I’d sell CTRP on first sign that upward momentum had broken–well, I’m selling today

Yesterday I posted that I would sell Ctrip International.com out of my Jubak Picks portfolio at the first sign that the stock's upward momentum had broken. Well, the New York traded ADS for Ctrip closed down 5.42% today. I think that counts as a break and I'm selling this position. Ctrip was up 68.5% as […]

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