國美零售に関するコメント

$阿里巴巴集団(09988.HK)$ rose by 3.11%, $京東(09618.HK)$ by 9.51%, $BAOZUN-SW(09991.HK)$ by 6.82%, $KUAISHOU-W(01024.HK)$ by 5.01%, and $國美零售(00493.HK)$ by 2.34%.
$ALIBABA GROUP HOLDING LTD(BABAF.US)$ $アリババ・グループ・ホールディング(BABA.US)$ $Hang Seng TECH Index(800700.HK)$ $人気中国関連株(BK2517.US)$

My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Well we all know that Evergrande debt saga has thrown the property developers in China into the limelight.
Non- Chinese Financial Media has been "slamming" that the China is going to undergo a big liquidity crisis triggered by the property markets. Shortly after Evergrande saga, Kaisa also reported potential liquidity issues. But we should know that there was once a SOE company default back in 2015/2016... During that time, China's stock market crashed badly with Shanghai and Shenzhen indexes suffered big haircut... I have produced a youtube video, of which the link is as follows:-
https://youtu.be/kk5cbPVjHeg
But this time round, the Chinese markets did not suffer and Renminbi did not depreciate. It even went on to appreciate strongly and head towards and breaching 6.4 going to 6.37 against USD... What a thing isnt it?
Now my prediction comes that China should come off unscathed... well at least China's funding still remains adequate and with vast foreign reserves and an appreciating RMB, China is doing well..
Whats more, with all the deleveraging that it has been doing for the past few years, US and Europe have been on liquidity "high" with lots of QE.. This has bought China alot of time and coming into last month of 2021 and heading into 2022, I saw a news that Premier Lee Keqiang of China has mentioned that there is a possibility for China to lower its rate!
This is a good news for businesses in China, particularly financials and even the hard tech and consumers. Whats more, I have also seen news that semiconductors firms are reducing the component prices for its buyers! Another good news for the Chinese hard tech manufactures, which sell products to the consumers.
Has Xiaomi truly bottomed out at 19 HKD? This is still pending to broad market conditions but I do think that as long as the support of 19 HKD can be supported, it can avoid a downleg and breaks back above 20 HKD... Even Haier Smarthome has been doing well this week, having broken above 30 HKD.
As always, the above should not be construed as any investment or trading advice.
$小米集団(01810.HK)$ $Haier Smart Home(600690.SH)$ $HAIER SMARTHOME(06690.HK)$ $國美零售(00493.HK)$ $Gree Electric Appliances,Inc.of Zhuhai(000651.SZ)$ $碧桂園(02007.HK)$ $中信証券(06030.HK)$

$國美零售(00493.HK)$ It is still too late to add positions, gome retail commission management agreement will certainly rise. Huang Guangyu step by step down the big standard, this time on the basis of no money, into five high-quality assets, not only the asset light operation practice, but also to collect management fees, equity awards, 30% stock options and options, etc., gome retail valuation is expected to rush into hundreds of billions.

$國美零售(00493.HK)$ Gome since established the "home life" strategy, is established in line with the policy trend of development path, and the hosting plan further ground of gome's strategy, for listed companies to creat more open ecological resources and network platform, is advantageous to the gome retail overall valuation model and system to build, also accord with our interests of investors.

$國美零售(00493.HK)$ The implementation of the escrow agreement, the controlling shareholder's high-quality companies in the mode of escrow into the listed company, reduce the operation risk of the listed company, but actually let the major shareholders bear more, which is conducive to the realization of soft power, is also expected to bring more than 100 billion market value of the listed company, worthy of long-term optimistic ah! ：）

$國美零售(00493.HK)$ Gome Retail rose nearly 9 percent to HK $0.86, hitting its highest level in more than a month and valuing the company at HK $29.03 billion. Company and controlling shareholder's gome management framework agreement, according to this, gome retail agreed to provide management services for the controlling shareholder five companies, gome retail will provide the related management services, the controlling shareholder will provide gome retail four rights and interests, including management fees, equity incentives, rights and permission first. The service will last for three years from Jan 1 next year to The end of December 2024.

Huang Guangyu, the founder of Gome Retail Holdings Limited, made his first appearance in front of the public since his release and return to Gome.
  $國美零售(00493.HK)$