• -3,4 %
    seit 28.11.2019
  • -
    1 Jahr
  • -
    Ø-Performance pro Jahr
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Handelsidee

After 150 years of insignificance of the chinese country in the global market, china has successfully started to plan their future. Expecially when it comes to the trade war against the USA it won't matter that much for the growth of the "empire of the middle".

Overcoming the age of the copycat era (2000-2007) China has turned the "Alternative internet era" where Online-to-Offline services through highly specified network effects form the new raw data for future Artificial Services.

This Certificate focuses strongly on platform companies like Meituan Dianping, Alibaba and Tencent. In Addition to that I bring actual chances with a high growth potential through changes in the society with companies like Luckin Coffee or New Oriental Education. This Certificate will be active managed but with a steady hand and future outlook.

Besides the trade strategy, I would like to inform you, that I have started my interests in Chinese companies through my Bachelor Theses about Customer Engagement Strategies where Chinese companies developed total different strategies for customer growth compared to western companies. I continued my research in Chinese companies during my Master Theses about "New market entry strategies in China for German companies". Especially in this research I defined many success factors for the Chinese market, which factors I include in this strategy.
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Stammdaten
Symbol
WFJPKCHINA
Erstellungsdatum
28.11.2019
Indexstand
High Watermark
115,4

Regeln

Auszeichnungen

Anlageuniversum

Trader

Mitglied seit 28.11.2019

Entscheidungsfindung

  • Technische Analyse
  • Fundamentale Analyse

Kommentare im wikifolio

Allgemeiner Kommentar

The coronavirus still dominates the market news. The advantage of this portfolio in the actual situation is that it is not that dependent on actual production halls. A lot of tech companies try to offer their employees to work from home. In addition to that, a few schools organize live-teaching lessons for their students. Especially companies like New Oriental Education, iQiyi and Netease could benefit from this situation. Nonetheless, the situation is still a tense situation that can't be suppressed by the supportive money from the central bank. 

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Allgemeiner Kommentar

Due to the actual developments regarding the coronavirus in China, I want to build up cash. Therefore I sold BILIBILI with 46% profit and reduced MEITUAN. Now I am waiting for the next entry chance in one of the platform companies from China. Stay updated!

 

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Allgemeiner Kommentar

We should give Netease a warm welcome to our China_Research Portfolio. The logic after buying Netease is simple because we completed the Gaming Strategy of integrating three specialised Gaming-Provider from China = Bilibili + Tencent + Netease. Let's see how big the impact will be in the next couple of weeks.

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