$BABA-SW(09988.HK)$ - Global Times is mouth piece of CCP. If GT says, Alibaba will come of woods in 2022, most likely it will come.

$TENCENT(00700.HK)$ $Alibaba(BABA.US)$
Yesterday, I listened to the conference call of the two companies again and recorded my feelings. Tencent is a very sincere company, introverted, pragmatic. Know their resources are limited, steadfast want to make some good products for users. Ali didn't feel that way. He felt that they wanted to be big, to try everything, to set great goals, to take on the world with a long shot. The more business a company does, the less competitive it will be.

$Alibaba(BABA.US)$  Long

$Novavax(NVAX.US)$ The Australian vaccine card already has NVAX, replacing MRNA!

$Alibaba(BABA.US)$
Alibaba’s Single’s Day shopping festival posted record sales of 540.3 billion yuan, surpassing the 498.2 billion yuan for 2020.
https://www.bloomberg.com/news/articles/2021-11-11/alibaba-singles-day-posts-record-540-3-billion-yuan-in-sales?utm_medium=social&utm_source=twitter&utm_content=nextchina&utm_campaign=socialflow-organic

$Alibaba(BABA.US)$ Thats Why I've keep holding You more please

$Novavax(NVAX.US)$ From the perspective of long-term investment in stocks, this stock only needs to pass the WHO. It has long-term (1-2 years) holding value. Now we analyze the price-earnings ratio. Currently bntx is 11 times and mrna is 13 times. Nvax is expected to produce 2 billion doses next year. The current conservative order has 1.7 billion doses, and the front media reported that it will be 20 US dollars. We conservatively estimate that $10 is good, and there will be 17 billion in revenue. After deducting costs and management and consumption expenses, a surplus of 6.8 billion is calculated based on a 40% profit. After deducting the loss of about US$20 per share (74.48 million shares) in these years, the loss is about 1.6 billion. After deducting 1.6 billion, there will be a surplus of 5.2 billion. If calculated at 5 billion, the earnings per share is about 60 US dollars. The current price-to-earnings ratio of 160 is only 2.6 times. So in addition to technical lines, you should also think about its investment value.