Comments by "HKim0072" (@HKim0072) on "What China's Slowdown Means for Us All" video.

@dansands8140 Japan had a lot of bullets in the clip to defend itself via monetary / fiscal policy. Also, Japan had establish into a developed economy with a high standard of living for nearly all of their citizens. CCP China wishes they had the same setup.
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Did you shop during the lunar new year in 2019? 2018? 2017? How does it compare?
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If there wasn't covid and you had these sudden drop in sales from China, it would be a shock. The China region is actually growing year over year, but over putrid numbers. Companies need to reset and realize this is the new baseline for China. Ain't getting back to pre-2020 numbers for a while.
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lol, last quarter, BABA grew by +5% in revenue with lower margins. I'll cheat and not use their operating margin because it's terrible. Adjusted EBITA up by a whopping +1%. Going to get worse since that's Oct-Dec data. Next quarter is lapping their "re-opening".
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@augustus331 lol, you forgot about common prosperity right? Regardless, tell me how you are going to model the DCF cash flows on a stagnant and falling trend?
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@augustus331 lol, they "can", but they DON'T. When the company says, "yeah, we are going to wait and not use our cash on buybacks, it ain't undervalued". They ain't even spending 50% of their FCF on buybacks.
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