@weiboy90 just have a quick glance on the stock's key stats. 1) Shenzhen expressway currently trading at 4.5x PE with 6% div yield. Its historical PE can support 8x multiples and 2 analysts covering the stock is giving it HKD11 fairvalue. But this is an , infrastructure play in China and not sure if can be considered as "recovery" play as China has sort of recovered much earlier than the rest of the world.

@weixiang98 on 2) NAGACORP Having some chinese blood in us, I think regardless of regulations, you can't easily take the habit of gambling - something which has sort of became a culture or even a tradition - out of the Chinese haha.

Talking about foreign stocks... @Jay888 @mengteck 3) $PENTA / 7160 (PENTAMASTER CORPORATION BERHAD) HK had moved strongly the past week!

@mokrhutar179 @zhexiangxd @Jay888 @mengteck @zhengyou0705 on 4) PC PARTNER - yummy dividend payment came to pass. The stock also had an analyst coverage recently from Sunwah Kingsway. The article mentioned:

"Riding on the high demand of gaming GPU, we’re confident in the shipments of 2H21-2022. We expect rev/np for FY21E to reach HK$ 15,777 m/ HK$ 2,193 m. The counter is currently trading at ~1.3x FY21E P/E with potential payout ratio at 40% (dividend yield 30.3%), which we think is undemanding. We suggest investors to accumulate on any weakness.."

The stock is also at -20% pullback from the peak while $BTC is nearing all time high. Whilst this is a highly volatile stock with extreme short cycle, I almost bought the stock again. Suffice to say I will not be selling the remaining of my balance PC Partner just yet.

Other interesting foreign stocks I'm keeping an eye on is: 5) $SGX-5WH REX International listed in SGX. The story is very similar to $HIBISCS / 5199 (HIBISCUS PETROLEUM BERHAD) (bought Repsol field) - yet it's trading at lower valuation whilst oil price remain strong.

6) $SGX-AWX AEM valuation remains undemanding when it's in the middle of INTEL's aggressive expansion drive and new customer win.

Lastly 7) TSLA - I've personally added more position here - second BUY transaction in 2021.. Funny enough, personally quite pleased wf the fact that this year the share price is consolidating after crazy bull of 2020.

Intrinsically the business value has actually gone up through continuous performance beats n development milestones while the stock market price is sort of “stagnant” from where it end last year. Hopefully the pattern continues (business progress catching up to share price / valuation). @facademy @shaun723 @HerculesJr