$BABA-W(09988)$ not a good time to add, i expect a 10% drop in the next 1 month. However i am not selling due to the fact that BABA is a long term play for the next 5 to 7 years.
$GEELY AUTO(00175)$ pe 10x. P/s 0.6x. Valuation is cheaper than xpeng, nio, li. Doesnt make sense at all. Robotics n swap doesnt even make money. Geely has so much competive advantage compared to these three. Should worth at least 15x pe and 1x sale. Jsut wait for valuation to rebound.