102559790 : baba was a favourite am9ng foreign institutions years ago. did Jack Ma change the company rules in last three yrs? can u suggest another better explanation.?

102559790 : why among many china stocks, baba price is pressed down while others like JD, bidu , tencent are not?

102559790 : I kind of think a group of fund managers and media were ganging up to spin the story that china is not investable...china may have played into the game or the gang just seize on whatever opportunity. for instance, when gdp announced seems good, the Western media harp on weak economic fundamentals to continue to dismantle the stock prices. china can pop up A shares. but their H shares in hk were continued to sell down. can't remember a time the difference in pricing between A and H shares can be as high as 30%. they managed to scare away funds. now there are report that funds started to add weight to china stocks and it may be a long process as chiba economic fundamentals on job, wages and consumer spending see no fast improvement. Baba is just one among many. see Fitch downgrade on Baba and Tencent...and see if it was even rational. but downgrade has impact to buying sentiment. anyway, I could be too tired and started spinning conspiracy theory...haha.

102559790 Btan: dont know how to make sense of pricing. it is cheap but alway can be cheaper...even catalyst soon become excuse to sell. is this the right time to buy?

102559790 : china can show good GDP. but econonmists more concern of the companies earning which depends on consumers spending....which china policy maker not paying high attention. good GDP is not good enough . it is the quality of the GDP that translate to good company earning that matters.

102559790 : BOC H share/A share ration is -34%. there are many stocks with such high differential. BABA is cheap , so are these many stocks in HK. any guess how long such high differential will last or what should change it ?

102559790 : anyone knows why the big swing in hk market?

102559790 : need baba to aggressively bb. if there is no aggressive bb, kind of suspect their next qtr earning is going to be ugly or flat

102559790 : after 2 ten years cycle of the policy perfection, it is still screwed that need to be pefected. these policy makers are simply gone case.

102559790 : consumers spending seems weak for the Qtr and will show in BABA earning....and next earning announcement may again be below par. And if that is true, BABA will crawl on the floor till the next better qtr. BABA did not announce decent qtrly announcement that market approves for quite sometimes alr.