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Brian Tycangco 鄭彥渊
@BrianTycangco
Editor/Analyst focus on China, Asia, Tech, Energy, Commodities, Macro. Tweets own views, not advice #China #EmergingMarkets #growth #techtrends
Brian Tycangco 鄭彥渊’s Tweets
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$BABA 9988.HK down 11% since I noticed it appeared running out of steam. A good pullback is always welcomed in a bull market, especially after 100% gain in just a few months. #stockstowatch
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$BABA looks like it’s running out of steam in this most recent run up. #StocksToWatch
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I'm sorry. But with a $1.9 TRILLION a year budget, the Pentagon (DoD) isn't in a position to just say "We're not buying it." American taxpayers give them this much money to know with certainty what comes into US airspace. Period.
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If a wayward balloon is enough to make the US Secretary of State cancel a potentially crucial meeting with China to resolve standing differences & avoid potential armed conflict, it speaks very poorly of how serious he is about doing his job.
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China launching pilot program to boost EV adoption in public sectors. $NIO
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Cancelling his trip to China is the last thing Blinken should have done. This is a good article with even-handed commentary.
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That puts it to rest then. Rather than speculate, we have one side admitting it is indeed theirs. Whether intentional or otherwise, clearly unacceptable to have something like this happen on foreign soil - let alone one you have frayed relations with. Bad optics. Worst timing.
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China foreign ministry, on Chinese 'balloon' in US Airspace: China will continue to maintain communication with the US to properly handle the unexpected situation. China regrets the airship strays into the US.
#China #US
fmprc.gov.cn/fyrbt_673021/2
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You cannot decide to NOT shoot down a suspected surveillance balloon from another country and then claim it is in fact most likely from another country. Shoot the damn thing down and show everyone what it is and where it came from. People aren’t stupid.
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If you think this massive surge in nonfarm payrolls is going to change the trajectory of the Fed from easing off its tightening cycle, you'll likely be disappointed. Corp results telling us demand is weak & will get weaker. Plus new CPI calculation will not justify bigger hikes.
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Asia's currencies have been ripping against the $USD over the past 3 months. The biggest winners are the Thai baht and Korean won, up 13% and 14%, respectively. That outpaces the 9% drop in the $DXY. #currencies #emergingmarkets
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If Cramer got it right, it means the market is going UP... but the world is about to END. 🤣
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#Adani Enterprises shares extend loss to 30% in Mumbai. 
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Berkshire Hathaway sold 1.55m BYD H-shares, cutting stake to 12.9% from 13.04%.
#BYD #Berkshire $BRK
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This is big news on China's equities market development - Regulator to cease reviewing China IPOs, letting market set share prices sc.mp/1xo3?utm_sourc via
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The S&P 500 ETF $SPY appears to have fallen back to historical PE valuation range between 18 to 20 times.
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After we've adjusted the way we calculate CPI, I can say that the deflationary process has begun. 🤡 #inflation #BLS
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Hong Kong officials are expected to announce details of a plan to distribute 500,000 air tickets $CPCAY 0293.HK bloomberg.com/news/articles/ via
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Exactly what has been saying. Money pouring in despite FUD headlines. $KBND - A stronger yuan helps overseas holders of China’s sovereign bonds to reap a profit in January bloomberg.com/news/articles/ via
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Wow. That's up to a 17% discount in $NIO models. Taking $TSLA's lead? - NIO Slashes Some Model Prices for Promotion, Max. Cut Over RMB 100k | AASTOCKS.com
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Three of #AdaniGroup firms down 10% again today, losing a combined $6-7bn in market value. I'm not fond of #ShortSellers but they do help keep companies & management on their toes. #Hindenburg is looking pretty good right about now.
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The all-product company just has to have an EV. Price point is key. Looking forward to hearing more about this. - Xiaomi’s first electric car, the MS11 is almost here, pictures leak online before launch firstpost.com/world/xiaomis- 1810.HK $XIACF
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Noticed that #ShortSellers in HK are very active during breakouts. Take a look:
Baidu $BIDU = 37% of volume today
Techtronic $TTNDY = 31%
Xiaomi $XIACF = 24%
Li Auto $LI = 18%
Netease $NTES = 27%
#StocksToWatch
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Seven of the top 10 selling models of New Energy Vehicles (NEVs) in China last year were made by one company. NEVs include hybrids that run on both electricity and gasoline. $BYDDF 1211.HK #StocksInFocus
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That's USD 50k per car on average. Premium EV segment seems to be selling well. $GELYF 0175.HK GEELY's Zeekr Delivers Over 80K Cars in Combined | AASTOCKS.com
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