Core Viewpoint - Chinese stocks are currently undervalued due to prolonged market depression caused by macroeconomic, regulatory, and geopolitical factors, presenting a buying opportunity for quality stocks [1] Market Overview - The Chinese market is seen as attractive for equity exposure amid stretched valuations in other markets, with expected expansion policies supporting growth and earnings improvement [1] - Chinese leaders are shifting stimulus focus towards consumers, likely leading to GDP growth acceleration [2] Company Analysis: Li Auto (LI) - Li Auto has experienced a nearly 50% correction year-to-date, trading at a forward P/E of 17.8, indicating undervaluation [3] - The company has a strong balance sheet with a cash buffer of $13.7 billion as of Q1 2024, and is focused on expansion in China, unaffected by EU tariffs [3] - Li Auto is investing in technology, aiming to launch level 3 self-driving cars by 2025, making it a compelling buying opportunity [4] Company Analysis: Miniso Group (MNSO) - Miniso has seen a 17% correction year-to-date, trading at a forward P/E of 13.4 and offering a dividend yield of 2.57% [6] - The company reported a 26% year-over-year revenue growth to $515.7 million in Q1 2024, with an adjusted EBITDA margin increase of 200 basis points to 25.9% [6] - Miniso plans to open 900 to 1,100 new stores annually through 2028, targeting a revenue growth CAGR of 20%, indicating strong future growth potential [7] Company Analysis: Yum China (YUMC) - Yum China has corrected by 50% over the last 12 months, trading at a forward P/E of 14 and offering a dividend yield of 2.13% [8] - The company operates 15,022 stores as of Q1 2024, with plans to expand to 20,000 stores by 2026, supporting top-line growth [8] - Yum China is targeting double-digit earnings per share growth from 2024 to 2026, with a robust $1.5 billion return to shareholders planned for 2024 through dividends and share repurchases [9]

There are 58 analysts covering Tesla (NASDAQ:TSLA) stock. Of those, 24 still rate it a Buy. Amazingly, the average price target of the analysts is $213.45, 4% below where it is currently trading. How is it possible 24 of 55 Wall Street analysts have a Buy on the stock and yet, their target prices are below where it’s trading? Tesla continues to lose market share as the EV industry matures and more of the competition find their financial footing because of a combination of higher sales and better expense con ...

News flash: The smart money is betting against Nvidia (NASDAQ:NVDA). Analysts are mostly pounding the table on NVDA stock, especially because of the underlying implications for artificial intelligence. However, it’s important to remember that the market is the ultimate arbiter – and you don’t want to argue against the smart money.After all, Goldman Sachs warned a few weeks ago that enterprises may be spending too much on machine intelligence and getting very little productive value from it. According to the ...

Group 1 - Akanda (NASDAQ:AKAN) stock is experiencing a significant rise with over 6.8 million shares traded, far exceeding its daily average of approximately 1.3 million shares and its float of 760,620 units [1] - The increase in trading volume occurs without any clear news or announcements from Akanda, including no press releases or SEC filings, and there is no analyst coverage contributing to the rally [1] - AKAN is classified as a penny stock, with a prior closing price of $1.45 and a market capitalization of $2.779 million [1] Group 2 - AKAN stock has risen by 34.1% as of Friday morning, but investors are advised to be cautious due to the lack of news and the sudden surge in trading volume, which may indicate a pump and dump scenario [2] - The current situation makes AKAN stock a risky investment, prompting investors to be careful about acquiring shares in the company [2]

An undeniable fact about equities is that it always remains in a long-term uptrend. In the last ten years, the S&P 500 Index has delivered total returns at a CAGR of 12.75%. Even if we extend the time horizon, the markets have rewarded investors. The key is good stock selection and the patience to hold. This column discusses seven blue-chip stocks that have underperformed in the recent past but have the potential to surge higher in the long term.This is a good time to look at subdued blue-chip stocks with t ...

We’re entering the dog days of summer, and the stock market continues to be a rollercoaster ride for investors. After a strong rally in the year’s first half, the waters got choppy in July as investors rotated capital out of technology stocks in favor of small-caps and value stocks. But then, just when it looked like tech stocks were being discarded, a reversal happened.Strong financial results from mega-cap tech companies and chipmakers such as Advanced Micro Devices (NASDAQ:AMD) led to another seesaw as t ...

Retirement may feel far away, but the steps you take today will impact what your life looks like when that time arrives. Accumulating retirement stocks can put you in a better position in your later years and give you extra income. Investing allows your money to work hard for you instead of sitting in the bank and not keeping up with inflation. Some retirement stocks provide steady dividends while others are likely to give out dividends in the future. The best retirement stocks have rising revenue and profi ...

Microsoft (NASDAQ:MSFT) has been a global tech leader for the past few decades. As of August 2024, Microsoft trails only Apple (NASDAQ:AAPL) as the largest company in the world. Though many are calling AI just hype, Microsoft dominates the industry and its rise is backed up by impressive earnings resulting from it. I expect Microsoft to continue providing market-beating returns for the foreseeable future while this temporary dip post-earnings is just another buying opportunity. Microsoft is Leading the Way ...

In general, I’m quite bullish on the healthcare sector. Many of the names in the space have extremely low valuations because a high percentage of investors irrationally believed that healthcare companies could never perform well when interest rates were high. What’s more, a multitude of firms within the sector should be helped by lower interest rates because they will be able to borrow money more cheaply in order to fund their initiatives such as drug research. Moreover, increased utilization of artificial ...

Despite a 17% drop from its peak, Nvidia (NASDAQ:NVDA) stock remains higher than three months ago. The recent decline seems excessive, as Nvidia continues to supply chips to major mega-cap AI players and will continue to do so for a long time. The company’s upcoming Blackwell chips are expected to drive further sales. Although Nvidia may face more short-term pain, many believe this recent dip presents a strong buying opportunity.Nvidia has addressed several AI concerns in its Q2 earnings, with CFO Colette K ...