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為什麼 BABA 的價格在今年大部分時間仍然停滯？在接近今年初的中國刺激措施反彈之後。阿里巴巴的股價已經有很久以來，從長期熊市中攀出困難。
$阿里巴巴(BABA.US)$
宏觀
目前，中國經濟並不是最強勁的經濟體，但根據一些最近的數據，它一直顯示出輕微增長的跡象。
投資者主要擔心中國...

$中國平安(02318.HK)$
I hold Ping An at an average cost of $63 (cries), after this round of bloodbath, i will be holding, but ready to buy more at $45. Here's why:
- No point of exiting, current price point of $53 its already too late for me. Should have done so on $59.
- The drop really is more of sentimental reason due to Evergrande and slower than anticipated China economy growth, and most importantly overall pessimistic mood of HSI.
- In longer run (4-5 years), still looking forward towards its insurance agent quality reform. Given the drastic drop in agent quantity (~15%), its revenue loss of (~1%) seems commendable to me.
- Core margin solvency ratio @230.9%, way way more higher than 50% regulatory requirement. Particularly important especially after Evergrande fiasco.
Ping An's investment portfolio:
- Its investment portfolio consist mainly bonds of AA and above (>99% of its bond holding). Bonds accounts for ~68% of its investment portfolio (I think its a bit overly conservative, but its probably good for this kinda uncertain climate).
- Its equity portfolio ~16% of total port. Based on Annual Report, property sector accounts for ~1% of total port.
Hence, I think allegations that Ping An's property investment portfolio is a failure is overblown. Even at extreme stress case where its property portfolio blows off completely, it should only impact 1 or 2 quarters of its net income. But if that scenario ever comes, not only Ping An, the entire China economy will fall.
Comfort is also drawn that Ma Ming Zhe (CEO) and his team just increased their stake in Ping An on early Sep 2021, a vote of confidence in the Company they ran.
But given the market's sentiment (albeit irrational), i think it would probably further fall to a support level of $49. I will time my reentry ard $45~50. And another 500 unit every subsequwent 10% fall again.

$阿里巴巴(BABA.US)$ let break 165. fighting.

$中國平安(601318.SH)$ 繼續下，什麼時候會停止？

$中國平安(02318.HK)$ 2021 年 8 月 26 日賺錢。注意...