Hey everybody I am Sam and this is Entiversal and today we're gonna talk about
the top five best Chinese stocks and you know I'm gonna talk about a lot of
growth and all of them internet technology companies and you know if you
watch my videos from before you know that I'm an engineer a life technology
ain't no that's what I understand so that's what I talk about and you know in
China and over all the East Asian market you know the technology innovation in
Internet has been growing like crazy in the last you know decayed and it's
continuing to grow a very very fast the opportunity is crazy and that's because
there is a very big audience in this audience is actually very Pro technology
and connection and overall like we know that in Japan and you know Far East Asia
just technologies are getting embraced much faster you know things that take a
lot of time in US and especially here in Europe you know there is much much
faster so you know we're gonna talk about a lot of social a lot of
e-commerce you know gaming and eSports and you know
where all of these things cross there's just so much opportunity so let's just
get into it the first company I want to talk about is why why in stock symbol
why why and you know what they are doing just a quick description of the company
why why Inc is a Chinese social media and internet streaming company the
company operates in the internet services and software industry of the
information technology sector it's two major businesses you need a wide wide
leaf and who are the why why lift platform is focused on streaming online
music and entertainment while the firm's your platform is centered on streaming
entertainment sports live gaming mobile games online games and console games so
you know what they are doing is the official website they are basically a
social media but more like twitch or YouTube so what they have is a lot of
games you know an eSport broadcasting key that's how they beat
they have social games the heavens I said music streaming so kind of like
Spotify or something like this and they have outdoors and sports and now what
the hell is online dating and you know in China overall waiting this could be a
very big thing because in China and in general in the Far East you know the
wife style is much faster you know we knew as people just have more time here
in Europe it's even slower but you know in the Far East at the panco via China
you know just people were living very very fast lifestyle they don't have a
lot of time so you know something that you know saves time that's why Internet
is going there so fast then you know we see you know just apps social apps
acquiring users in China like it's ridiculous because people you know
whatever saves them time they will use it so you know overall I think we can
all see that there is a great opportunity there but when we look at
this company just it has just a four point six billion dollars market
capitalization also it is well of its all-time high and you know we remember
that we should be greedy when others are fearful but obviously without being
stupid so you know the all-time high is around $140 and now it's $73 so that's
like 46 percent down so you know maybe that's that's opportunity but when we
look into the statistics even more which is the disk company has a failing price
to earnings of 15.5 you know forward p/e price to earnings of 8.3 so this is
extremely low you know in comparison the American stock market on average is at
around trading P of 21 22 and a forward p/e of 18 so you know which is something
that has amazing opportunity very big opportunity
growing like crazy and in the same time it's valued very very low we'll let's
see into the balance sheet because this is very important for any business
especially some that can be volatile and you know we can see that
June 13 2013 so they just released their earnings we can see that they have total
current assets of 2.3 billion total assets of 3.4 billion and total current
liabilities of just 500,000 and total liabilities of 500,000 so basically the
net shareholders equity or you know how much assets without the depths they have
is almost 3 billion we see almost 3 billion stockholders equity in the
capital is 4.6 billion market capitalization that means that if you
buy the company now you are effectively paying only 1.6 billion so this is a
company that you know I like a lot and now we're gonna move on to the fourth
company that I want to talk about I just want to mention that it was very hard
for me to order them from one to five you know because all of them I see a
great opportunity you know but there are some things that you know have concerns
and that's when I mentioned and 4yy is that it it could be volatile
the fourth company I want to talk about is the instant holdings and I want to
mention that the fourth and the turtle basically both three point five because
I'll put them equal I can't decide which is better but you know both of them were
just great in $0.10 you know it is one of the biggest companies by market
capitalization public companies in the world they invested in a lot of stuff
the investment site is very strong in all kinds of technology startups that
you can think of me probably tense and have some kind of investment in there
but they're our biggest business and all they're doing where they're getting
their money off is first of all games they are the biggest games publisher in
China and second thing is which at F which you can think of it as something
like facebook but on steroids because you can order food in there you can have
many programs in minigames you can stream stuff you can buy stuff so it's
again like a bit like e-commerce place so you know it
just encompasses all of this into one and they just released earnings earnings
weren't great so be so that their earnings are kind of flat their grave
revenging Oh as much as expected but as we can see as with all Chinese stocks
they're well of their peaks peak of 1644 and I'll do another video that I'll talk
about who I need to invest into China right now but you know there will talk
about geopolitics and global stuff and economy and so on but then sent I think
just waste one company anything gaming they have five percent in test what they
have like 10 percent and Activision Blizzard games we know in China so big
the Facebook of China just great great opportunity and we can see that now that
they are you know down of their high we can see that the kind of reasonable
valuation and we have to remember that it's much better to buy a good company
at the fair price than a bad company on the good price right so that's Warren
Buffett quote so you know twenty three point six forward P I think it's a fair
price it's not like the biggest broken but you know I think it's a fair price I
think there's a lot of growth and having in mind in what they invested I would
say it's very very good deal we can also look at their financials and balance
sheet now this is in the Chinese currency but we can kind of get the idea
of how much money they have and you know we can see that their total current
assets and their total assets are well over their liabilities which means that
you know they have quite a lot of money that they could invest further into
their business into other businesses you know even if economic crisis comes which
they're kind of vulnerable to because as we said a lot of their revenues coming
from e-commerce from advertising obviously on their social media platform
and obviously in crisis people buy less so companies advertise less but they
have enough money to sustain themselves and we know that in time longer periods
of time economic growth that means that the advertising grows
and you know they will benefit greatly from that we can see the growth in their
revenue in gold in their earnings is being great also the stock price has
done ridiculous stuff in the last five years and we can see also the analysis
recommendation of average price of 60 when it's at 40 for now so 10 cents I
just love it now the next talk I want to talk about
is bi do bi do is basically the Google of China that you know the very dominant
search engine in China and you know we can see that they have quite a rocky one
year now they're really low even though that they have a good earnings report
because of news that Google might enter China now you know I'm very doubtful of
that because of the obviously the tension between US and China and China
in general always supports its companies right why would they let Google you know
catch in China and you know hurt their own company right
also Google gothics data why would you know China give its data to a US company
so you know I'm very doubtful that Google will enter the market even if
they enter I don't think that would really affect by do kind of the same way
that if Baidu now comes to us or Europe would you really switch to Baidu from
Google nor because you're already into the ecosystem in Google knows you better
the same way that Baidu knows the Chinese market much better so that's why
I see this sell-off is just a great opportunity and you know we can see the
statistics also you know this is a company with the forward p/e of eighteen
point eight which is I think undervalued in my opinion you know there are
everything search obviously their money comes mainly from advertising the
invests know what the stuffs they you know they're doing anything artificial
intelligence out normal cars you know just you know great great stuff and we
can see it all so that the performing really really well the quarterly revenue
growth is at twenty three point eight percent the quarterly earnings growth
you know for this quarter is ridiculous is 207
6% but overall it's again around 20 to 30% so you know very stable company
obviously it is fragile you know to exposure of economic crisis because that
means that advertising goes lower but you know we can see the balance sheet is
just a great balance sheet they have a lot of money especially compared to
their market capitalization so you know this company that I see not going
anywhere and you know great stuff coming from it even though that I don't like
analysts too much but it's good to get opinions and we can see that the average
rating is 2 or by and with every price target of 296 but the stock is currently
up 222 so obviously even analysts like it but overall by do I like it now the
stock number 2 I want to talk about is more more in or stock symbol M om oh and
you know this is a territory that you know these companies I just love them
and you know Mom or Inc what they're doing a little description from
Wikipedia it is a free social search and instant messaging mobile app the app
allows users to chat with nearby friends and strangers mobile provides users with
free instant messaging services you can look at the kind of as messenger but
also it is kind of targeted is not only to your friends but also strangers
making new connections you know and I think as I said in the Chinese market
this is very big because as I said fast lifestyles you know there are a lot of
people that also are shy you know or closed so they don't have time so you
know anything social that removes friction is big and you know also
instant messaging we know we now cannot live without measuring our friends so
this company is at market cap at seven point seven billion and besides you know
their messaging can obviously from the advertising what they did is they
acquired tan-tan do you know February 2018 this is the top
up for dating basically and meeting new people so this kind of like the tinder
in China as I said I believe online dating in China is already being is
gonna be so much bigger and they have to pay around I believe seven hundred
million and some people think that's too much but I can just see it playing out
as you know back in the days 2012 I believe Facebook bought Instagram for 1
billion everybody said this is stupid now Instagram itself is probably world
would somewhere around 100 250 billion so you know just ridiculous social in
dating King China I believe it's gonna be big
and you know we can see it in to the revenue by the way the growth is crazy
you know 2015 their revenues hundred thirty four million dollars now in 2017
last year it's 1 billion 381 million and now just for the first quarter is the
revenue was 435 million also their profitable company and very profitable
company and you know their profits also exploding just for the first quarter
2018 they had 100 you know I'm basically 30 million net income so you know we see
that opportunity with obviously messaging and the dating site you know
making friends I see a great upside on the other side all this accompanied with
the market cap a seven point seven billion we saw that it's very profitable
in this with trailing price versus earnings of 21.7 and a four p of 12 we
saw the growth so they have a quarterly revenue growth of 64% and a total
earnings growth of 60% in the trailing p/e of 21 and 4p of 12 this is crazy
also we can see the PGA Show which is price versus illness over growth of 0.2
36 and we know that anything below one is
you know it really low and enging below zero point five for around 0.5 you just
should be a great bargain obviously that's not definitive but you know the
numbers against don't lie so Momo I love it and the number one stalk you know my
favorite favorite Chinese talk at the moment you probably guessed it it's
Alibaba Group stock symbol ba-ba-ba-ba and you know this company that you know
doesn't need introduction but let's do it
they are basically the biggest e-commerce player in China they have a
huge platform about selling goods online in the way that different than Amazon is
that they den themselves do not sell stuff which means that they do not
compete with the people that you know businesses that come to their platform
which I believe is a very good thing because in that way Amazon competes
which means that you know not necessarily the businesses that sell on
Amazon platform you know them doing good is the best for the company
Wow you know Alibaba Group and the businesses their customers they are you
know their profit is aligned the more their customers make the more Alibaba
maze makes well with Amazon as I said it's not exactly the same way so this is
great though they also investing really hard in you know real retail stores and
you know real estate they have investments in almost anything
technology around us you know the investing in Africa and obviously around
Asia you know the expanding into India also and also the investing really hard
into you know they have Netflix kind of streaming platform they have food
delivery they have you know right sharing they have almost engine
technology that's hot at the moment and they're growing like crazy so this is a
company that has a market cap of 444 billion at the moment it makes crazy
amount of revenue in these able to grow and actually the biggest
growth engine at the moment they have is cloud kind of like Amazon so you know
there are a lot of things that we can compare them about there are I think the
biggest and definitely hardest player at the moment in China on cloud and we know
that cloud is high margins and brings in a lot of money inside and gives a lot of
leverage to the business as we see with Amazon and you know pastor Marcus off to
so what we have about this company right they have quarterly revenue growth of
60% and here we see only growth - but that's because of investments into
the last into the last quarters but you know here we can see on the chart their
growth unreal growth in revenue very good growth in earnings and we can see
that this is a company that is very very profitable so the heft of trading pier
46 which is a bit high but the forward p/e of 22 exactly because of this crazy
growth and we can see their balance sheet also is very good they have crazy
amounts of assets as I said a good amount of total current assets we see
current liabilities well below asset so you know they can pay off everything
they want if they want more total Y abilities much lower and we can see the
net tangible assets and stockholders equity is very high as we saw higher
than $0.10 even though that at the top around the same capitalization so Baba I
mean I don't want to talk too much because I think it's it's obvious like
from the fundamental standpoint as a money they make as money they have you
know ends of their business model is just amazing you know there are I
believe at a very cheap valuation having my pod company is also looking forward
in the growth the opportunity they here think how they can leverage and build
even bigger ecosystem than they already have which is also one of the biggest
ecosystems in the world is just really just a company
that you know I just want to be part of like I I can see it you know even as
Warren Buffett says if the market closes for ten years of like I'm in this
company I I have no problem with the market closing now I have to say that as
of all these companies that make a lot of profits from you know Commerce and
from advertising obviously they are vulnerable to economic slowdown as
almost all businesses but as we said you know okay maybe their revenues and
earnings will fall for one quarter for one year whatever after that though we
know it historically we can see that everything jumps back and you know
they're the biggest they're they're the strongest there so I guess they hope
they'll jump the strongest and and you know they'll be back for more so if
you're looking long-term this is a company that it's like in my obviously
humble opinion is like easy money it's like no brainer and we can see the
analyst by the way this is the lowest score I think I've seen one point six
very very strong by and we can see the price targets of 239 while the current
stock price is 172 so you know Alibaba symbol Baba I just love that company and
that was the last company we want to talk about now tell me what do you think
about these companies are invested in some of these companies what do you
think you know the poses the minuses you know the problems that may arise
maybe I've missed on something and you know thank you for listening consider
checking out my patreon page where you know we can get to you know to support
the channel so I can create more and also you can get much more insight I'll
be posting like investment tips you know also on the technology side about
mindset you know everything that Entiversal is about thank you for listening
see you next time
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