1Sem.·

China Hype

Hi Community,

I myself own shares in$1211 (-2,43 %) BYD $700 (-1,77 %) Tencent $1810 (-1,13 %) Xiaomi $9868 (+5,12 %) xpeng and $JD (-4,29 %)

All with very good EKP (before the rise)

I would like to get opinions from people with more experience on the current run in the Chinese market.

How do you assess the risk in relation to the political situation?

Therefore, I would be happy to have a lively exchange of views and / or opinions on the above mentioned stocks

Thanks in advance :)

8 Commentaires

Moritz@MoKi28

1Sem.

Hi Fabio, I'm relatively heavily invested in China myself and Xiaomi is now my third-largest position. My entry was around 2019. In principle, Chinese equities are valued relatively low due to the political risks. To what extent the current run is justified is difficult for me to judge. But I would say that a comparable company in the US would still be valued much higher. I therefore believe that there is still room for upside, but you should at least take a closer look now if things do go downhill to see what the reasons are. Possibly hedge with a stop loss. Huawei, which has made itself vulnerable with the 5G networks, has shown how quickly things can go. I rate the risk of the stocks you mentioned as low, but the current political situation allows for a certain dynamic.

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FB2plus2is4@FB2plus2is4

1Sem.

Thank you for your assessment Moritz. I always find it helpful to hear opinions from people with more experience

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FB2plus2is4@FB2plus2is4

1Sem.

@MoKi28 and now? Just a correction or what do you mean

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Moritz@MoKi28

1Sem.

Of course, there is currently some uncertainty, as Trump is threatening to impose tariffs, etc. But the whole of China is going down, so it doesn't affect a single company. I wouldn't worry too much, it looked similar yesterday and still turned positive. But a stop-loss might make sense if you want to play it safe. There may also be more severe setbacks.

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FB2plus2is4@FB2plus2is4

1Sem.

So you're staying inside?

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FB2plus2is4@FB2plus2is4

1Sem.

Does stop loss work with ing? @MoKi28

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FB2plus2is4@FB2plus2is4

1Sem.

And if so, where do you place it with byd, Xiaomi tencent and jd?