2019年11月21日 星期四

BABA and Tencent will lead HK market a sustainable rally

BABA: forward PE is just around 22-24, and its recent EPS growth is around 40%.


Tencent: forward PE is just around 30. How about if its price rises to 35PE? It will be around $400.


If Tencent worth 35PE, how about BABA? 35PE? 45PE?


I guess the performance of HK market will be relatively strong in this quarter because of these two giant companies.

2019年11月8日 星期五

Zoetis (ZTS) quarterly result

The result is stronger than expectation. Q3 EPS is $0.94. Personally its fair value is $133-$140.