I am thinking that we might face a trend swap for 0700 chinese stock. If it will fluctuate in the next days betwenn 350-450 it might be possible, also in the light of the positive news regarding the CN government position about the RU aggression on UKN. What are your thoughts?
Owner of Wechat (Biggest social media app in china -> 1.1BILLION Monthly active users), Biggest Game publisher, King of VCs (with stakes in 600+ fast-growing companies)
Fundamental valuation
Fair Price Fwd P/FCF of 25 w/ 25% FCF growth per share = 25 X (20HKD FCF per share) + 28.33 HKD cash per share = 528.33 HKD
Entry Price with Margin of Safety of 10% = 475...