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Scary news out of China

🕑 Added 2021-07-08 15:14:35 +0000 UTC

Comments

Paddy

me too, although i just joined. did you ever get a link?

Luke Frost

I’m also looking for the spreadsheet showing a list of the current holdings Tom has

Jigar Patel

am too looking for same.

Giorgio Micotti

Can anyone share the link to the spreadsheet? Is there a post with the link? I can't find it.

Ahmad homudah

so regarding nio and xpeng? sell better than hold? even on old prices positions?

billy

Don't invest on china stock and company.

hardmaru

(Also asked this on your Didi youtube video): Hey Tom, what's your take on Taiwan's TSMC (which you have mentioned several times on your channel) which is also an ADR? Have you thought about similarities and differences to ADR structures used by mainland Chinese companies such as Didi, Nio, Xpeng that listed in the US?

Wes Frey

Anyone know where coffeezilla is at? Starting to get a bit worried..

Simo Häyhä

Ultimately it’s all about control to dictatorships. The idea that top tech companies with tons of user data like DIDI , who is traded in USA means the SEC and the US board of directors can access the data of large amount of Chinese user data or govt contracts is for china a threat of “national security”. As I said before , stay away from Chinese stocks if it is keeping tou awake at night

Horsegal33

Lol I see it now! Thx!

Marco Nierop

Yeah, autocorrect is a bitch these days...

David Oliver

I was in NIO and BABA but got out a while ago...whew!

Denis Gendron

Jeremy Grantham thinks emerging markets like China are a good deal. Discuss on next zoom?

Zach

What’s the word in NIO? The spreadsheet has it at $51 for is max price. Can we get a price update? I’m assuming this is some FUD for companies like NIO and BABA

Armin Bajric

What about Nio, Xpev and Li? Please Tom guide us

SolarGuy

I think he meant to say portfolio idk

Hms

It seems like the same. FUD as last years NYSE delisting threat. All a company has to do is comply with the authorities, and it should be easy if they aint scams like Nikola.

Hms

Isnt this good news to further protect investors from fraudulent companies? Just bought more JD listed on the HKSE. BTW i own NIO shares and the government has shares in it. This all seems just like panic to me :/

Horsegal33

What do you mean by chinese companies in my phone?

NCK

I'm distant to China stocks, because the West is increasingly implementing measures to decrease dependency on China in their supply chain. Yet, $BABA @ $199 looks like a good discount. You usually win when you buy while most people dislike a stock or a theme.. Can't decide..

Federico

I just did at 200$

Federico

BABA + BIDU no fear !

JesseCapo

China = Stay away

Moe M

it should have been the job of the SEC but if they don't want to do it, then someone else will

William Blake Saegert

Been stearing clear from the start.

Moe M

who knows this might end up to be good news. If DIDI was approved by China to be listed prior to their IPO, we wouldn't have this issue. This means if a Chinese company is obeying the rules of their government, then they will have approval and there would be less volatility.

Gopal Sapkota

I have DIDI’s @14.59. Should i be worried or is this going to affect any new IPO listings?

Remigijus

Is this is not going to end up with Chinese citizens not motivated to develop business long term? I'd be SO LESS motivated to do anything with these regulations..

Vacheh Abkarian

Just bought 300 shares of NIO. Should I be worried?

Oliwia Pawlik

Is this also an opportunity to add for example $BABA? Or will it get worse?

Ryan DePasquale

As the robotic revolution continues, the need for many many things Chinese will diminish. The exception being for them to stop contributing to the great pacific garbage patch. They literally made a patch of garbage as big as Texas. Too bad Biden is asleep. Our boy trump would be all over this shit.

Sean Bosely

I have no Chinese companies in my phone or my portfolio ;)

Michael Lake

I don't trust China stocks for shit. The crap the state pulls while we're sleeping, you can't pull the plug till hours after fallout. But for a quick day trade, I've ran a few of those in my time.