ZTan
@zacktanzxFinance enthusiast. Not financial advice, opinions are of my own. My top picks $VFC $BABA $PYPL
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🧵 1/ Case Study : Turnaround of Companies with an Over-leveraged Balance Sheet : In 2019, investors were skeptical that Canadian Business Jet Manufacturer Bombardier could pay down their upcoming maturities that were due in early April 2021. $VFC #Bombardier
$BABA IS RETURNING TO GROWTH. THIS IS GROWTH FINANCING 101. THIS CAPITAL WILL BE USED FOR CORE BUSINESS EXPANSION : 1) ALICLOUD 2) ALIEXPRESS, TAOBAO, TMALL 3) ELE.ME 4) CAINIAO 5) CHEAPER BUYBACKS BECAUSE THEY CAN (EARNINGS YIELD >> INTEREST RATES)…
SOURCES: ALIBABA $BABA TO CONSIDER OFFERING $5 BILLION OF BONDS $KWEB $FXI $HXC $DRAG $HSI
$BILI $KWEB $BABA What the actual fuck $BILI just shot the lights out. Growing all revenue segments while improving operating margins. Operating loss has been narrowed to 2% of revenues, which implies their core business is barely losing money anymore, and this is before they…
Bilibili Inc. $BILI (9626.HK) 3Q results: Revenue +26% to $1.04B (BEAT vs. $0.99B)✅ Adjusted EPS -73% to $0.08 (Meet vs. $0.08)✅ Metrics: - VAS rev +9% to $402m - Mobile games rev +84% to $259.7m ‼️ - Advertising rev +28% to $298.5m - GPM improved to 34.9%…
$BABA $TSLA I have capitulated. Alibaba is going back to the 60s given it has formed a Less Yin More Yang pattern on the daily chart. This is a great lesson to us international investors to never bet on communism and commies. Everything in China is a race to the bottom with…
$BABA I’m calling it now, $BABA will show ~55% growth YoY in international sales making AIDC 16% of total revenues. This is supported by Sea Limited’s Shopee growth in SEA region. Lazada will experience the similar numbers. Alibaba’s expansion efforts across Europe and the Gulf…
$BABA $KWEB Alibaba's international growth engine, AliExpress Choice 🧵. 3 months ago, AliExpress kicked-off their Global UEFA EURO 2024 campaign, with David Beckham as their lead ambassador. During the world tournament, they deployed this "shake-and-win" strategy. Users stand…
SHORT $PDD , LONG $BABA. Currently, certain orders purchased by consumers in the United States from merchants outside of the United States through our Temu platform are imported into the United States under the exemption provided in Section 321 of the Tariff Act of 1930, which…
Reduce the bloat, fire all the underperformers, make better data-driven decisions, and every dollar saved can be spent on reducing the government deficit to a healthy level. $TLT
The creation of DOGE will be the first federal program whose goal is to eliminate itself. It exists to shrink government, not grow it. This is a profound, historic step back to the Founders' vision for America.
$BABA 小红书 Xiaohongshu is the largest lifestyle social media app of China and is widely used outside of China as well. AliCloud completing this data migration implies recurring revenue from XiaoHongShu for the foreseeable future. More importantly, it’s a true testament to the…
Not enough people are talking about this. $BABA closed a record cloud deal with Xiaohongshu, (China’s Instagram). Xiaohongshu is the largest lifestyle social media platform in China with 300 million active monthly users. 11 years of data has been migrated to Alibaba Cloud.…
$XPEV Holding and adding more calls on this one.If China and the EU could really meet halfway with respect to tariffs on Chinese EV exports, we’re going to instantly double. P7+ is head to head with Tesla Model 3 Long Range arguably better really.
$BABA $KWEB The odds are in our favour it will take a month or so for people to realise that a Trump win is actually great for US-China relations. It will start with the astute investors moving the price, and then market opinion follows, and then everyone else piles in…
Today's sell off in $KWEB $BABA is a huge buying opportunity for those paying attention. Trump is a deal-maker and slapping tariffs on China is just part of the art of negotiation. Negotiating a deal that could win for both (positive-sum outcome), than a cold-war approach…
🇺🇸 DONALD TRUMP: “I was asked the other day ‘Who’s our biggest threat? Is it China? Is it Russia?’ No, our biggest threat are high level politicians that work in the United States government.”
Alibaba going to import disinflation to Nigeria !
Craziest thing is, they have this "choice day" offer that lets you ship anything above 20k free down to Nigeria. China people wan finish my money. 😂😂😂
$BABA 90-120 call spreads expiring Jan.
$BABA $JD $KWEB $XPEV $TME $HUYA Tsinghua's Professor of Economics, and PBOC advisor David Li Daokui recently went on Bloomberg to talk about the Chinese economy. On the recent fiscal stimulus announcements, he said this : "Fortunately, in China, there isn't a division between…
I am long $BABA $KWEB
Chinese pull a rabbit out of a hat with data showing all the numbers they want to show to be sure the wool never leaves the peoples' eyes
I know it's a no no to talk about stuff I can't post, BUT I went to an OTW by Vans preview last week and I saw a Vans shoe I will be purchasing when it comes out in the spring and that hasn't happened in a very long time!
$VFC continues to move in a less negative direction, delivering better-than-expected Q2 results. Also, I agree with the comments on OTW by Vans delivering--new head creatives Lanie Alabanza-Barcena and Ian Ginoza are killing it! Stock is up a woo-woo 17% on the news! 📈
Haters going to hate 🗣️🗣️ Who in the world would think TNF is a dying brand….
$VFC the melting ice cube and realization that old brands only die with terrible balance sheets and the old age of their old clients lol Vans is the only one worth the effort
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