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Fear around the Chinese economy, real estate crisis, and market slowdown may actually be creating long-term opportunities.

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#China
#ChineseStocks
#Evergrande
Transcript
00:00It's a big effect for the war.
00:02The Arctic Mandi also has a big effect.
00:05In China, this economic crisis is going on.
00:08Local government finances in China are facing a crisis of unprecedented scale.
00:12The public sector has seen delays in salaries payment,
00:15cuts in performance bonuses,
00:17and reductions or suspensions of public service in many regions.
00:21I'm going to tell you a lot about this today.
00:24China's property crisis has been over 5 years.
00:27In the past 5 years, China's real estate index has been destroyed.
00:30The new houses of new houses are very low.
00:34The real estate crisis has been over 5 years.
00:36The economic crisis has been over 5 years.
00:38China's growth rate has been over 5 years.
00:41Now you can tell me what is the benefit of this video.
00:45In China's mind, I will tell you a lot about stocks.
00:48I will tell you a lot about stocks.
00:50I will tell you a lot about stocks.
00:52And I will tell you the most important thing about it.
00:55I will tell you the logic.
01:17But I will tell you the logic.
01:21I will tell you the truth.
01:22I am not a registered financial advisor.
01:23But I teach you that if you study well, research well, then you can get more return from mutual funds
01:29and exit from the right time.
01:31You don't need to pay any fees.
01:33So nothing in this video is financial advice.
01:35I am not a registered financial advisor.
01:39This is why I am not a registered financial advisor.
01:39This is why I am not a registered financial advisor.
01:41Not as a buying recommendation.
01:43So friends, this video started in 2021.
01:46When the whole world was making money,
01:47I am not a registered financial advisor.
01:53If you look at the property price in China,
01:57it was around 112.
01:58But interestingly, if you look at the price in 2005,
02:01it was around 87.
02:02How much is today?
02:03Today it is around 86.
02:05If someone bought a house in 2005 in China,
02:09it is around 81.
02:10And now, the price of the house is in the same place.
02:14If you don't trust this information,
02:16obviously the official data,
02:17you will see this chart.
02:19In 2021,
02:20the price of the new house in China is in the new house.
02:24The price of the new house is in China.
02:25The new properties are launched.
02:26The price of the year-on-year is increasing?
02:28Or the price of the year-on-year is increasing?
02:29In 2022,
02:30if the price is increasing,
02:32the price of the year-on-year,
02:34the year-on-year,
02:36for that month,
02:375.5 percent of the year-on-year-on-year-one,
02:39it is accumulating this level.
02:41It has been
02:42at the end of the year-on-year-on-year-on.
03:33I will see you next time.
03:34We have seen some property developers in a few years, and we have also seen that when a big real
03:40estate developer is looking for the price decrease,
03:44because of the localities and other societies, the price of the localities, the price of the localities,
03:48that's why China's overall price is going on. But here is where the price is.
03:52Do we talk about China's property? Do we talk about China's property stock?
03:57No, the war and the war have the other good companies.
04:00It's a good price. How do we know if the price is a good company?
04:05I teach you the first part and then you will know which stock is. Once again, not a financial advice.
04:10Our research is very simple. The top 20 Chinese stocks, which are the biggest.
04:15The biggest and lowest price earnings. This is the biggest company in terms of market cap, China Life Insurance, China
04:22Construction Bank, Industry and Commercial Bank of China, Agriculture Bank of China, Insurance Company.
04:27So, you have seen a pattern. You have seen a pattern from real estate. There is a banking industry.
04:32There is no fault of banks. There is no fault of evergrande. There is no bank associated associated with evergrande.
04:35But the price of banks is a great opportunity. Chinese banks, which is a great opportunity compared to other banks.
04:42What is the lower valuation? Let me show you the price earnings and then explain it.
04:46My favorite indicator, if you want to see a single indicator, that is the price earnings ratio.
04:50Now, I have to take a look at 5, 6, 6, etc. And I will give you an example.
04:55This is Tesla's price earnings, which is 317-390. It is quite a lot.
04:59In China's stock market, compared to the bigger stocks, this price earnings is almost 50 times.
05:05So, Nvidia's price earnings is 40.
05:08In China's biggest banks, Nvidia's price earnings is about 8.
05:12I will explain the price earnings. If you don't have a second, look at the British stock market.
05:15The British stock market price earnings is 21.
05:18This is Chinese banks compared to the one-fourth valuation.
05:22Now, what is the price earnings and what is the valuation?
05:25You have to keep three things in mind. Share price is the same thing.
05:28The same share price is the same. Reliance industry is the same.
05:30The other important indicator is that any share is earning per share.
05:34Because you will confuse the profits, EBITDA, net profit.
05:37The most simple, one common indicator is the most common indicator.
05:42Earning per share is the highest interest of your shares, which is against each share.
05:46So, you have a 100 share, the profit is 500 rupees.
06:12So, EPS is the second important aspect of the price of the stock.
06:43So, EPS is the second part of the price of the stock.
07:13So, EPS is the second part of the price of the stock.
07:22So, EPS is the second part of the price of the stock.
08:03So, EPS is the second part of the price of the stock.
08:10So, EPS is the second part of the price of the stock.
08:26So, EPS is the second part of the stock.
08:43So, EPS is the second part of the stock.
09:28So, EPS is the second part of the stock.
09:40My Own Journey on Chinese Stocks.
09:41So, EPS is the second part of the stock.
09:52So, EPS is the third part of the stock.
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