저자: 미상 · 외국인
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결론: 영상은 중국 주식이 장기적으로 저평가되어 있으며 알리바바와 텐센트를 장기 보유 후보로 제시한다. 워런 버핏 발언 인용: 버핏은 중국 기업 인수에 열려 있지만 회계·법률·관습 차이로 미국보다 추가 검토가 필요하다고 말했다. 과거 페트로차이나와 BYD 투자를 언급했다. 진행자 시장 진단: 2018~2019년 중국 주식은 변동성이 컸고, 중국 ETF(MCHI)는 1년 반 가까이 부진했다. 투자자들이 중국 주식을 두려워하고 있다고 설명한다. 알리바바: 진행자가 가장 좋아하는 중국 주식으로 제시. 애널리스트 기대를 꾸준히 상회했고 두 자릿수 성장, 이커머스·클라우드 등 다각화. 주가가 1년 반 동안 급등했으나 악재가 이미 반영됐다고 봄. 선행 PER이 매력적이라고 주장. 텐센트: 게임·소셜미디어 등 성장 산업을 아우르는 거대 기업. 최근 분기 EPS가 예상치를 하회했지만 향후 몇 분기 EPS 성장률 47%·33% 전망을 제시. 주가는 52주 신고가보다 저점에 더 가깝고 최근 약 50% 조정받아 악재가 반영됐다고 평가. 미·중 무역합의 시 상방이 크다고 봄. 기타 종목: JD.com, 바이두, 시나 등도 추가 조사를 권유하며 모두 1~2년간 50% 이상 조정받았다고 언급. 리스크 및 조건: 미·중 무역 긴장이 주가 하락 요인이며 그 해소가 상방 조건. 버핏식 장기 관점을 전제로 함.
다듬은 글
Chinese talks have been extremely volatile throughout 2018 and so far in 2019 as well here we can see an ETF that tracks Chinese stocks ticker MCA chai and it tells the story of these stocks that have truly been struggling for the last year and a half many investors are fearful of investing in Chinese stocks right now but is the greatest investor of all time Warren Buffett investing in China let's take a listen here on his thoughts on investing in Chinese stocks and then I will share with you two Chinese stocks I believe are great long-term holds would you ever make a big acquisition in China and if not aren't you missing a huge portion of the answers we would know we would have you looked oh we've been made aware of things you are you concerned on the flip side of the coin are you concerned that there the rule of law is different that the accounting might be opaque well I'd I'd want to be sure I understood the accounting obviously some businesses that be easier to do than others but but I know the laws the customs the accounting the people better in the United States that I place else so there's some small hurdle in in many countries to get over which I can get over I mean but but I just don't it's just not as easy as looking at something where I already know the answer you know from previous transactions or something of the sort so so it's easier to make a big acquisition in the United States not to do more work if I'm looking beyond the borders but I love the idea of doing it when we made the acquisition in Israel a dozen years ago you know I didn't know what the tax rates were there I didn't I didn't know what corporate law you know I was I I suspected that it would all be answered satisfactorily which it was but I didn't just automatically know it it seems like you're more open about doing a deal in China than in previous conversations I don't think so no I no no I I'm open yeah I mean we made you know we made two decent-sized stock acquisitions there and that worked out fine those are well PetroChina and dyd who I did yes yeah PYD was Charlie's but Charlie's yeah very well-versed on China now true great stocks to look at right now our Alibaba and 10 cent which are some great Chinese giants that have been struggling thanks to create tensions however over the long term if you're like Buffett there may be some good value in these businesses to put your money into and let it work itself out over time let's take a look at these companies here so starting off with Alibaba this is actually my favorite Chinese stock and for good reason as well Alibaba has been a company that has consistently beaten analyst expectations posting strong growth consistently and is expected to keep growing as well they are well diversified in many growing sectors like e-commerce and cloud and they post phenomenal double-digit growth here year-over-year alibaba's stock has rocketed the last year-and-a-half and I believe investors have priced in bad news for Alibaba and the upside here is a massive with EPS expected to continue growing alibaba's looking very cheap from a forward p/e standpoint this is also supported by their strong revenue growth which is expected to keep growing and has no signs of slowing down as well this is why I would like to include Alibaba as a serious consideration for a Chinese stock investment the second company I would seriously look at here is $0.10 similar to Alibaba this is a Goliath company in China and it has its hands in so many different growing industries like gaming and social media this company should only keep getting larger as more Chinese consumers gain access to the Internet over time Henson recently had its first EPS miss in a very long time compared to what analysts were expecting which is contrary to the stock to keep hovering near as 52-week low regardless of this miss however $0.10 is expected to keep growing earnings in the next few quarters by 47 percent and 33 percent respectively which is astronomical growth considering how large they already are like Alibaba their PE continues to get more attractive and revenue continues to keep ballooning year after year showing that this company is also one that has no signs of slowing down its growth and expansion 10 cents stock is actually following the MCH I index chart very closely here as well and it's currently sitting closer to his 52 week low than its 52-week high at its lows recently the stock corrected near 50 percent implying that a lot of negative news is priced in here as well the outside potential here with 10 cents should we see a trade deal in the future is very high in my opinion there are many other Chinese stocks I would encourage you to do more research on like jvcom Baidu and Sina to name a few which all have good business models and have seen their stock prices correct 50% or more in the last year or two this may end up being a once-in-a-lifetime opportunity to get such great Chinese stocks at such cheap valuations because if you enjoyed this video don't forget to drop a like down below and don't forget to subscribe as well but either way thank you for watching and don't forget to invest please
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