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중국 증시가 최근 급등(항셍 6개월 +34%, 알리바바·JD 급등)했으나 항셍 PER은 10~11배로 여전히 저평가이고 미국 S&P500은 고점권(PER 30배 수준)이라 중국 주식 매도는 시기상조라는 주장. 중국 정부의 추가 부양책 기대와 공매도 청산(숏커버링) 수요, 중국 연휴로 인한 거래 공백이 추가 상승 요인이라고 봄. 진행자는 보유를 유지하며 소폭 차익만 실현하고 눌림목에 재매수하겠다고 밝힘. 장기 보유를 권하지만 단기 목표치는 제시하지 않음.
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is it time to take profits from all the stocks that went up 50 60 70% in the Chinese market is it time for us to take the profits we have people like Ray doio talking about this China stimulus we have the historical contacts of the H sing compared to the S&P is it time to sell is the market overvalued are you too late to the market let's get into all of this right in this video If you haven't been witnessing what the Chinese market is doing it's insane the whole Chinese market is going up faster than ever we have the H sing up 34% in the last 6 months the last month just alone 27% look at Baba Baba's gains in the past month has been 40% 6 months 58% you have 67% for jd.com in the past month which is insane past month with 10 cent 26% this is a company that I own it's really it's very undercover it's only trading at the 2p up 85% I'm up 2x on this already and I've been talking about this company qfn I've been talking about this company to 69% I already doubled my money on this already so I have a lot of companies in my portfolio that are just skyrocketing I have like three others that I haven't even talked about on this channel that are skyrocketing in China so is it really time for me to take my profits and this is what I want to go back to cuz if we look the US versus Chinese equi look where the U look where the US market is at it's at a double top it's at its highest point trading at a 30p the H sing is only at like a 10 to 11 PE and look it's tra it's still trading at kind of Market bottoms so this recovery that you're seeing in the market it's not that huge when you're comparing it to the Hang sing averages the Hing index is still not even trading above Book value it's still trading below the normal PE so we still have that going for us in the Hang sing so you can't say it's overvalued and just sell all your stocks right now because we still have the Hang sing undervalued Look What Ray Dalo has said Beijing needs a lot more stimulus to drive historic rebound billionaire investor Ray D says China's surge of Market stimulus with historic will be a historic turning point for the world's second largest economy if the policy makers in Beijing deliver a lot more than pledged so look what's happening the stimulus hasn't even hit the market fully and we have stocks doing this the comments came after Chinese stocks posted the biggest rally since 2008 following a policy Blitz last week that included lowering interest rates allowing Brokers to tap in Central Bank funding to buy stocks Ray Delio says it was a big week in fact I think it was such a big week that they can go down in market economic history books as long as China policy makers do what it takes which will require a lot more than what was announced so see the Chinese government doing what it takes to kind of get this Market stimulated and it worked like crazy like who would have thought all these indexes would be up 20 40% no one would have thought that is it too late for us the Chinese people do not think it's too late we have a surge of people opening up accounts in the Chinese market we have hedge funds dumping their money into China like crazy which is unheard of especially in the us because we know that the US market is so negative against China that we never would have thought they would go back in such a hurry we have these Chinese funds China rally Spurs a 7 billion loss for shorts of us listed stocks so we have that going on Quant hedge funds face more margin causes Chinese stock surge on top of the stimulus we have hedge funds trying to cover their shorts we know that the hedge funds have to go into the market and buy back these shares which is actually going to increase the price even more and this is on the back of the Chinese market holiday which is actually closing the stock market so if we actually had the Chinese market open still man be there would be so much more buyers we would probably see Alibaba at 120 because the Chinese market is closed because it's a holiday I think it opens back October 7th so we're going to see what happens when the Chinese citizens get back and keep buying Alibaba 10cent jd.com so remember a lot of people are going to tell you sell this rally the rally is overdone look at the S&P 500 it's at alltime highs this is a 10e chart look from 2008 so -4% 20 uh 2019 31% 2020 18% 2021 28% -7% 26% 20% in 2024 look at the mindblowing percentages of just the S&P flying straight flying look what the hansing indexes this is a this is a 10-year chart as well still at lows lows man so how does this make sense that you should sell the Hang sing because stocks rallied in the Chinese market but you should what buy the S&P 500 or buy stocks in the S&P 500 when they're at alltime highs it makes no sense look at this 2018 133% positive 9%g -3 -145 2023 still Nega 8 and a big recovery in 2024 so man in my opinion if you never like Chinese stocks you never invested in Chinese stocks I don't think it's a time for you to get into the market because you're just going to get scared if it goes back down and then you're going to be maybe happy for like a couple months if it goes back up like who knows how you're going to react but if you're a True Believer of like the future of China and you're going to hold these companies long term I think it's a good play to have these companies and just buy them and hold them especially jd.com I think it can reach 90 80 easily even like Alibaba like the forward earnings if it gets to like a 15 multiple if you're looking at what it can produce in 2025 2026 if it gets to like a 15 multiple it's going to be around like 1880 like $200 stock and that's a cheap multiple in my opinion for a company that's buying back shares and giving a dividend like there's so much to Alibaba especially with the cloud growth as well so in my opinion like we could do a lot in the Chinese market if you believe in the Chinese market but if you don't don't own these companies because you're just going to be afraid you're going to sell out I'm still holding my companies I'm trimming here and there because if there's a little pullback I'm going to put all that money right back in and just get those gains but if if there isn't a pullback I'm happy owning the shares that I already have so guys what do you think about the Chinese market taking off is it finally the time where we can see double digit games as we've already been seen like this video And subscribe to my channel peace
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