Posted by qqq47660 > 2024-02-27 16:58 | Report Abuse

smic, still early days

Posted by UlarSawa > 2024-02-27 16:58 |

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Posted by qqq47660 > 2024-02-27 17:20 | Report Abuse

if u know of any HK involved in AI applications, let me know.

in my list is wuxi apptec, and ubtech robotic.

Posted by qqq47660 > 2024-02-27 17:21 | Report Abuse

geely and xinte still looks good. and making money already

Posted by qqq47660 > 2024-02-27 17:45 | Report Abuse

Ringgit and yen both fall. But they say foreign investors no confidence in Malaysia but foreign investors push Nikkei to new high. Why the difference?

Posted by UlarSawa > 2024-02-27 18:00 |

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Posted by UlarSawa > 2024-02-27 18:02 |

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Posted by Huangbk72 > 2024-02-27 18:05 | Report Abuse

Look into Baidu. HKG9888

See the stock code.. u know sure huat 😂😂😂😂

Posted by UlarSawa > 1 minute ago | Report Abuse

Ular no follow HK stocks leh. No idea at all what AI ctrs can tikam leh. I tot china bug tech ctrs should have invest on AI business bah. Haiyoh. Correct?

Posted by UlarSawa > 2024-02-27 18:07 |

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Posted by qqq47660 > 2024-02-27 18:09 | Report Abuse

I have been thinking of baidu a long time. Tomorrow I hoot baidu

Posted by Felix888 > 2024-02-27 18:12 | Report Abuse

That Suay UlarSawa just bought TG maybe before CNY. Haha haha mana tahu no Ang Pow. The only suiyee sucker in I3 conned by me. No one else. 🤣🤣🤣🤣🤣

See now TG suay already starting from Harta posted worstever result after CNY.

Have to force UlarSawa cutlost first baru ada Ong.

Posted by UlarSawa > 2024-02-27 18:12 |

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Posted by Huangbk72 > 2024-02-27 18:13 | Report Abuse

Worth to look at currently with the AI craze.

Im in 18th Jan 24.

Posted by qqq47660 > 2 minutes ago | Report Abuse

I have been thinking of baidu a long time. Tomorrow I hoot baidu

Posted by Felix888 > 2024-02-27 18:14 | Report Abuse

Haha haha the only suiyee is UlarSawa. Hari hari comes here kena conned loh .

Posted by UlarSawa > 2024-02-27 18:16 |

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Posted by UlarSawa > 2024-02-27 18:17 |

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Posted by Felix888 > 2024-02-27 18:22 | Report Abuse

Tahu malu punya Auntie Huang open backdated cheque. Somemore picked a lowest before CNY. Hahahahahaa you got balls post on the date you bought and sell stock boh?

Why not you post bought Nvidia 10 years ago??

Posted by Huangbk72 > 3 minutes ago | Report Abuse

Worth to look at currently with the AI craze.

Im in 18th Jan 24.

Posted by qqq47660 > 2 minutes ago | Report Abuse

I have been thinking of baidu a long time. Tomorrow I hoot baidu

Posted by Huangbk72 > 2024-02-27 18:48 |

Post removed.Why?

Posted by qqq47660 > 2024-02-27 19:01 | Report Abuse

Baidu is listed in america. That's very difficult to play

Posted by Balian de Ibelin > 2024-02-27 19:07 | Report Abuse

trading inside US is commission free, only negligible stat deductions

Posted by qqq47660 > 2024-02-27 19:10 | Report Abuse

Ular no follow HK stocks leh. No idea at all what AI ctrs can tikam leh. I tot china bug tech ctrs should have invest on AI business bah. Haiyoh. Correc

+++++++



All the big techs are invested in AI. Especially on the cloud side. But China also supports thousands of start ups on the application side of the business. And also the supply chain side of the business

Posted by Balian de Ibelin > 2024-02-27 19:13 | Report Abuse

US trading is cash.
ie even you sold off your share must wait T+2 before you can buy again when cash is actually credited to your account.
Incoming cash cannot be used until inside account.
Just a few trades, you will get designated as a Pattern Day Trader, Cash Only basis.

all these are US SEC rules

Posted by qqq47660 > 2024-02-27 19:14 | Report Abuse

Geo politics... Biden force their fund managers to sell CCP shares? How to play baidu?

Posted by Felix888 > 2024-02-27 19:19 | Report Abuse

Aiyoh qqq you are so bad! Auntie Huang posted the first stock she purchased in 10 years, you already pour cold water on her face! 🤣🤣🤣🤣🤣🤣


Posted by qqq47660 > 2 minutes ago | Report Abuse

Geo politics... Biden force their fund managers to sell CCP shares? How to play baidu?

Posted by Balian de Ibelin > 2024-02-27 19:21 | Report Abuse

Baidu

Top Institutional Holders
Holder Shares Date Reported % Out Value
Primecap Management Company 9,283,034 Dec 30, 2023 3.29% 1,026,610,696
Morgan Stanley 3,936,558 Dec 30, 2023 1.40% 435,343,934
Dodge & Cox Inc 3,150,115 Dec 30, 2023 1.12% 348,371,206
Baillie Gifford and Company 2,618,533 Dec 30, 2023 0.93% 289,583,554
Black Creek Investment Management Inc. 2,307,203 Dec 30, 2023 0.82% 255,153,571
Arrowstreet Capital, Limited Partnership 2,303,422 Dec 30, 2023 0.82% 254,735,430
Alkeon Capital Management LLC 2,186,891 Dec 30, 2023 0.78% 241,848,267
Federated Hermes, Inc. 1,781,696 Dec 30, 2023 0.63% 197,037,754
Robeco Institutional Asset Management B.V. 1,554,352 Dec 30, 2023 0.55% 171,895,781
Ariel Investments, LLC 1,527,971 Dec 30, 2023 0.54% 168,978,307
Top Mutual Fund Holders
Holder Shares Date Reported % Out Value
Vanguard/Primecap Fund 5,322,948 Sep 29, 2023 1.89% 588,664,799
Dodge & Cox International Stock Fund 2,348,785 Sep 29, 2023 0.83% 259,752,124
Vanguard International Growth Fund 1,951,652 Nov 29, 2023 0.69% 215,833,187
Vanguard Horizon Fund-Capital Opportunity Fund 1,627,800 Sep 29, 2023 0.58% 180,018,396
ACAP Strategic Fund 1,190,762 Sep 29, 2023 0.42% 131,686,365
Primecap Odyssey Aggressive Growth Fund 926,700 Dec 30, 2023 0.33% 102,483,749
Price (T.Rowe) Science & Technology Fund 856,396 Sep 29, 2023 0.30% 94,708,830
DFA Investment Dimensions-DFA Emerging Mkts Value 624,224 Oct 30, 2023 0.22% 69,032,929
Primecap Odyssey Growth Fund 585,240 Dec 30, 2023 0.21% 64,721,689
Baron Emerging Markets Fund 445,953 Sep 29, 2023 0.16% 49,317,940

Posted by Balian de Ibelin > 2024-02-27 19:23 | Report Abuse

What is very shocking is that Blackrock is missing from the Baidu shareholders list. 😮

Posted by Felix888 > 2024-02-27 19:32 | Report Abuse

How I know you bought HK or US baidu? You siok sendiri ke?

Posted by UlarSawa > 2024-02-27 19:36 |

Post removed.Why?

Posted by Felix888 > 2024-02-27 19:38 | Report Abuse

Aiyoh I already locked one big CNY ang pow. Expected another few more belated Ang Pow coming.

TG drop is expected and welcome.

Posted by Balian de Ibelin > 2024-02-27 19:39 | Report Abuse

Huang

Baidu is a mandarin search engine.
Chinese population throughout entire Earth is dropping rapidly.

Rather than growth like Google. [Caucasians are all sex, sex and more sex.]

I speculate => Likely Blackrock only sees negative growth for Baidu.
The Blackrock mantra is always growth.

Posted by Felix888 > 2024-02-27 19:40 | Report Abuse

Stuuuupid Auntie Huang did you posted any stock code??

Posted by Huangbk72 > 3 minutes ago | Report Abuse

Worth to look at currently with the AI craze.

Im in 18th Jan 24.

Posted by qqq47660 > 2 minutes ago | Report Abuse

I have been thinking of baidu a long time. Tomorrow I hoot baidu

Posted by UlarSawa > 2024-02-27 19:41 |

Post removed.Why?

Posted by UlarSawa > 2024-02-27 19:44 |

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Posted by Felix888 > 2024-02-27 19:45 | Report Abuse

Haiyoh Auntie Huang you think I so free search up your dumb posts ahh?

Who are you??

Posted by UlarSawa > 2024-02-27 19:47 |

Post removed.Why?

Posted by Felix888 > 2024-02-27 19:53 | Report Abuse

胜败乃兵家常事。

BobAssshole died already? Why missing for so many months?

Posted by Balian de Ibelin > 2024-02-27 19:56 | Report Abuse

Huang
any huge company without Blackrock as a shareholder, avoid.
These people had already spent hundreds of thousands USD to analyse the company, usually with site visits, flights, hotels, timecost and manhours of discussions with IR people, going up the ladder with multiple levels of management involvement before rejection.

Posted by xiaoeh > 2024-02-27 20:23 | Report Abuse

wah...
now also can learn US stock here so good!!
please talk more abt US Stock leh..👍👍👍

Posted by Huangbk72 > 2024-02-27 21:36 | Report Abuse

Balian

Thanks for the headsup..

Im in for the AI revolution for China based companies since I hate to miss the trend. I feel China has more usage for AI application in the future since they are more blue collar economy.

Baidu HKG has solid books and PE valuation below 15. Compared to overpriced USA AI companies.. better risk reward for me.

Will take your comments in good stead.

Btw.. Baidu has Vanguard as main.. not too shabby eh.

Posted by Balian de Ibelin > 2024-02-27 21:52 | Report Abuse

yeah
once you add the Primecap, Vanguard and Odyssey, the "same aka people" had invested more than USD2 Billion into Baidu, direct and indirect.

PRIMECAP Management Company (Primecap) is an American investment management firm based in Pasadena, California. The firm is known for managing US-focused equity portfolios for The Vanguard Group (Vanguard). In 2004, it launched its own mutual funds, the Odyssey Funds. In additional, it also handles separately managed accounts for institutional investors.

Despite its strong investment performance and large number of assets under management (AUM), the firm keeps a low profile.

Posted by UlarSawa > 2024-02-27 22:33 | Report Abuse

Baidu's 4Q Profit Likely Flat on Higher Expenses -- Earnings Preview


Baidu is scheduled to report results for the fourth quarter on Wednesday. Here's what you need to know:

NET PROFIT FORECAST: Baidu is likely to post quarterly net profit of 4.96 billion yuan ($689.3 million), roughly matching its bottomline from a year ago but dropping 26% from the third quarter, according to a FactSet poll of 17 analysts. Analysts are forecasting the company's first sequential drop in operating profit in a year, partly due to higher SG&A and R&D costs.

REVENUE FORECAST: The Chinese search-engine company revenue is expected to reach CNY35.065 billion, up from CNY33.08 billion a year ago and CNY34.45 billion in the third quarter. Citi analysts see core ad revenue rising 6% on year and non-ad revenue up 8.4%, helped by a 1% rise in AI Cloud revenue and 3% growth in non-cloud revenue.

Baidu's Hong Kong-listed shares have fallen 6.8% since the beginning of this year after shedding 13% in the fourth quarter. Shares plunged in January after a media report that Chinese scientists had tested military AI on Baidu's Ernie bot. The company denied any links to the Chinese military. Citi analysts think the slump looks overdone as researchers may have used a publicly available version of Ernie, adding that any official or commercial use would have required a formal contract with Baidu.

Posted by qqq47660 > 2024-02-28 04:28 | Report Abuse

https://youtu.be/h1gKmFGM3RI?si=zhDVaZJY1VXCkNvi


Fundamental lesson about China

Posted by Mikecyc > 2024-02-28 06:48 |

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Posted by UlarSawa > 2024-02-28 08:46 |

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Posted by UlarSawa > 2024-02-28 08:48 |

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Posted by Mikecyc > 2024-02-28 09:03 |

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Posted by Mikecyc > 2024-02-28 09:04 |

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