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@pandawatch88 Avatar @pandawatch88 goldenlabubuwatch

goldenlabubuwatch posts on X about china, business, tencent, ipo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XX% countries XX% technology brands XXXXX% stocks XX% currencies XXXX% social networks XXXX% luxury brands XXXX% automotive brands XXXX%

Social topic influence china #3498, business 6.67%, tencent #265, ipo #371, stocks #4023, money 5%, market cap #661, health 5%, bytedance #62, if you XXXX%

Top accounts mentioned or mentioned by @achillesdes @bauhiniacapital @grok @saitinerant @breadcrumb_cap @notcryptonative @zzmm313 @deepseekai @gavevincent @valuepraya @123456idgaf @shravanrayhaan @andykh @hkexgroup @maiuspartners @kanye8210 @morechocoftw123 @busgus @ryanhingshing @arenamancapital

Top assets mentioned Yum China Holdings, Inc. Common Stock (YUMC) Alphabet Inc Class A (GOOGL) Fastenal Company (FAST) POP MART (PMRTY) Applovin Corporation (APP) Shopify Inc (SHOP)

Top Social Posts

Top posts by engagements in the last XX hours

"@deepseek_ai Sounds like the name of a Ferrari turbo hybrid era"
X Link 2025-12-01T15:00Z 4756 followers, 1613 engagements

"Macro and geopolitics is astrology for middle age white men Same as with astrology the only money to be made is in the selling of predictions"
X Link 2025-12-10T14:29Z 4756 followers, 1962 engagements

"ATrenew had 5/5 earnings and the punters like it. RERE has a history of XX% ups and XX% downs still a bit of a low liquidity trading sardine. usd1bn market cap. Can a phone recycling business become a usd5bn cap company May help to think about it more as a retailer (1P and 3P in this case) selling to retail and wholesale (like many others) but sourcing from individuals not OEMs. Bit of a rough low margin business until you find some channel magic e.g. --on the supply side becoming the go-to recycling brand with the trust that your shirtless photos checking if the gym is working don't end up"
X Link 2025-12-05T03:23Z 4756 followers, XXX engagements

"I cannot emphasize enough (always wanted to start a post with this) how absolute shait are the 2024 financials of all (well most) China software businesses. Hundsun Glodon Venustech Yonyou Kingdee Weimob etc etc. An acceleration of all the bad trends we discussed before"
X Link 2025-04-15T05:02Z 4748 followers, 2463 engagements

"JD Health up XXX% and now a usd25bn market cap company. Where did that came from. GLP1 + bubble tea value pack on your doorstep in less than XX mins. JD market cap is usd45bn and their stake in JD Health is 67%"
X Link 2025-09-04T13:54Z 4755 followers, 6418 engagements

"no Cambricon (gasp) And Kingsoft Cloud and I mean if you are going to put Yum China and SF and Gree (seriously) you may as well put QFIN and Mobvista. This feels as random as an Asia Top XX bars list"
X Link 2025-10-01T14:37Z 4754 followers, 4393 engagements

"China domestic appliance 3Q25 report card. Midea and Haier very solid (helped by overseas DD growth performance which Gree doesn't have). And margins up so it is not them eating the tariffs. Arashi and Roborock also driven by international. Sharkninja now reported XX% revenue growth. Everyone expects a rough 4Q25 in China given subsidies comp (plus now the brands need to sort of provide themselves). XX listed consumer electronics brands XXX unlisted ones and. only X specialist retailer 😬"
X Link 2025-11-11T15:04Z 4750 followers, 1860 engagements

"JD 3Q25 out. All operating profit spent on common prosperity. Blessings. Hate what you want but top line pretty good: -Retail up XX% -3P/Ads up XX% -JD Health up XX% -JD Logistics up XX% (third party)"
X Link 2025-11-13T09:45Z 4750 followers, 10.4K engagements

"Bytedance makes 2x more revenue in ads than Alibaba and 4x more than Tencent. It is wild (and disruptive) that the #1 player of the industry is not listed it would be like Google was a private company. Imagine competing against someone with no quarterly earnings calls and questions about why margins moved 10bps. PDD probably wish they didn't list"
X Link 2025-11-17T15:57Z 4755 followers, 42.4K engagements

"The unbreakable spirit of the Chinese entrepreneur 😂 Probably XYF growing loan volumes XX% in 1H25 (vs QFIN XX% and FINV 9%) is part of the reason why the regulator showed up with a hammer to stop the circus"
X Link 2025-11-23T14:58Z 4747 followers, 1742 engagements

"JD Health employee with stock comp walking into the JD canteen"
X Link 2025-11-24T03:17Z 4754 followers, 7325 engagements

"Zhongsheng dealers hardcore negotiating with the Germans"
X Link 2025-11-24T14:59Z 4753 followers, 1412 engagements

"The last thing you see before being hit by USD5bn of free bubble tea coupons and a free AI chatbot app. Locked in savage look world domination"
X Link 2025-11-26T02:47Z 4748 followers, 6684 engagements

"Kim Jones from LVMH/Dior to Bosideng (news from few weeks ago not new) Is he getting stock Bosideng reports today btw. 15x PE vs 18x for Anta. Similar 10-15% top line growth and ROIC. X% divi yield + Kim Jones"
X Link 2025-11-27T03:23Z 4753 followers, 1025 engagements

"More policy for China biotech. May be a bit old but two questions: 1-So who is going to make all these bioreactors Sartorius and TMO or the local guys like Tofflon and Truking (up 25-40% this year). Duoning (Wuxi invested) IPO when X years waiting. 2-Also it is not clear to me from the news who pays for all this. Are the labs supposed to get funding It does say the service providers to bill "market rates". Policy puzzle as always. The direction is clear. Where value will accrue is not"
X Link 2025-12-01T04:56Z 4747 followers, 1713 engagements

"Deepseek asking for moarr GPUs. They say the gap between US models and China ones is widening for complex/agent tasks and expanding GPUs is the only path fwd. Maybe they need a Deepmind/Google type deal with Tencent (imagine that in hangzhou with baba next door). Not that Tencent has many spare GPUs around tho. Perhaps Bytedance. Article is from geopolitechs on the DS XXX paper released yesterday"
X Link 2025-12-02T02:52Z 4753 followers, 2741 engagements

"Short DASH Food delivery next Ah they copy all from Chinah"
X Link 2025-12-02T10:15Z 4747 followers, 5077 engagements

"On the property management sides high end shopping malls doing well in China for some "CR Mixc guided for double-digit core net profit growth for 2025FY supported by 10- XX% YTD SSS growth and stable rental uplift of 6.7-6.8% in 1H25." good chart"
X Link 2025-12-02T12:34Z 4753 followers, XXX engagements

"Same with Hang Lung properties "Top international brands recorded highsingle-digit tenant sales growth while sportswear achieved growth of over XX% and F&B posted low-teens growth. Beauty and skincare however experienced relatively slower growth off a high base." good chart too"
X Link 2025-12-02T12:37Z 4753 followers, XXX engagements

"Made hkd68 (almost usd9) at the ponies yesterday. Difficult to raise a fund. X races (missed the 1st) X bets each race XX hkd each total capital deployed XXX hkd total capital returned XXX hkd dpi 1.16x On an IRR basis however.7pm to 10pm. Very volatile first X races total doughnut money came in X of the last X races. In a power law environment consistency against adversity is important"
X Link 2025-12-04T03:20Z 4751 followers, 2233 engagements

"Meituan is a trojan horse. Juewei mala duck wings delivery to cafe foto soon"
X Link 2025-12-04T14:33Z 4753 followers, 1104 engagements

"The JGCs are going to do an heroic job if they price JD Industrials inside the advertised range which implies 37-45x LTM PE while the parent is trading at 9x. I like the business. Great CF asset light etc. The comp here may be Fastenal at 40x LTM PE. JD Industrials growing faster at XX% vs Fastenal at 5-10%. But if we are not getting a discount because of the name there is no fun"
X Link 2025-12-06T04:59Z 4748 followers, 2163 engagements

"sorry what the Chinese CEO urge to not stay in their lane 2026 fuyao car glass doing bubble tea"
X Link 2025-12-07T09:58Z 4747 followers, 1608 engagements

""margin will be a top priority in 2026" says Miniso management. Revenue up XX% 9M25 but operating profit flattish and then below that add the Yonghui loss making drama. Lots of wood to chop. 16x PE. Not a fan of the business model but the guy is a beast hope he figures it how to run together miniso toys and durians"
X Link 2025-12-07T15:22Z 4755 followers, 1527 engagements

"Btw the biggest driver of the stock market rerating since 1980 has nothing to do with bond yields coming down but with excel being invented to enable people extrapolate XX years into a future that doesn't exist and discount fake numbers"
X Link 2025-12-08T04:37Z 4748 followers, 3782 engagements

"@grok @shravanrayhaan Roundtrip"
X Link 2025-12-08T06:35Z 4748 followers, XX engagements

"Rough day in the casino for the uncles. +200% YTD revenue growth can be yours for 31x and 37x LTM PE. with 1-2% divi yield. and next year that's two four letter words"
X Link 2025-12-08T07:12Z 4755 followers, 1875 engagements

"JPM analyst writing the research report that upgrades Baidu to equalweight"
X Link 2025-12-08T13:56Z 4753 followers, 2592 engagements

"@Andy__KH Always. Last one out loses. The less you write the lighter the anchor"
X Link 2025-12-08T14:53Z 4748 followers, XX engagements

"CSRC chairman giving a bit of everything in his speech. Promote stocks as LT savings grow the market beyond rmb100tr build a financial nation no LV belt buckles no richard mille diamond encrusted chinext IPO edition at the chiuchow buffet. soon new edition of a classic: "Where are the bankers' yachts A good hard look at ""
X Link 2025-12-09T03:55Z 4754 followers, XXX engagements

"HKEX looks interesting to me as a play on both: 1) The government channeling China savings into the market (southbound) which is already happening and 2) China listed tech universe expanding: --IPOs of Bytedance Ant XHS DJI Shein etc --dual listing of Unitree Naura AMEC Cambricon etc --return from US of PDD Didi Luckin etc --JD and Baidu inclusion in southbound. Could be lots of volume ahead for HKEX Of all that Bytedance IPO if it ever happens and in HK is the most interesting event. --I have not seen before a new company going IPO and immediately becoming the largest company in that market"
X Link 2025-12-09T05:12Z 4750 followers, 3260 engagements

"Yeah I wouldnt be able to guess/model what converting that pipeline means for volumes tbh. Xiaomi market cap is 1/5th of tencent but volumes are 8bn vs tencent 10-12bn. Popmart and kuaishou are 1/20th the market cap of tencent but still trade 3bn. Get XX of those IPOs at avg 5bn (the small ones will be 3bn the large ones Ant Byte 10-15bn) is XX% increase in volumes from current flows to bottom line maybe NI up 30-40%. But volume may cannibalize Or maybe volume expands beyond shares offered as the whole market becomes more attractive and higher global weightings. Difficult to put a range."
X Link 2025-12-09T06:14Z 4755 followers, XXX engagements

"People saving on beer to buy robot and chip stocks"
X Link 2025-12-09T09:58Z 4751 followers, XXX engagements

"Yuanbao: X analysts asking questions in the 3Q25 call for a usd50m freefloat stock slow day. freefloat going up tho as the X VCs have started to sell after lockup expired (late november). they put in usd150m in 2020-21 market value today usd450m lets see how much they sink the stock to get out. usd500m cash on balance sheet and no buyback doesn't help. I want to like Yuanbao at 5x PE but it is tricky. I don't know much about insurance distribution (not rocket science either) this company is basically a bunch of Netease nerds using gaming user acquisition/monetization to sell insurance via"
X Link 2025-12-10T02:31Z 4752 followers, 3012 engagements

"Bored let's look at momentum to see who is currently loved and hated in China. Let's also put the recent correction in context using a X year window (China market bottomed Jan 2024 onshore had a retest 09/24). Largecaps: -Tencent showing the nicest colours: white / green / greenest ---Up big since dec 2023 ---solid up also in 2024 ---holding ok in this correction (index down 16%) -BABA similar albeit stronger correction -Xiaomi big run up paying for it now -JD and Meituan disastrous momentum (you may be surprised to hear these two outperformed all the above names during the 2024 pump. nothing"
X Link 2025-12-06T07:01Z 4754 followers, 3409 engagements

"Mobvista up XXX% in XX days because apparently it is now the Applovin of China Vobile up XX% because it is The Trade Desk and Weimob follows suit up XX% today because it is now Shopify. Bored people finding 2nd derivatives are a powerful force in markets"
X Link 2024-11-14T05:29Z 4758 followers, 3553 engagements

"Kuaishou and Wuxi Apptec raising from the ashes in 2025. Beauty Farm small stonk pumping. Moutai still holding at 20x PE despite the double whammy of buyers stuffed and party-not-party regulation enforcement (last time around in 2014 - life is a flat circle - it got to 10-12x PE and price proceeded to 10x from there). Imagine they get serious about buybacks with all that cash"
X Link 2025-07-26T13:51Z 4758 followers, 1525 engagements

"Ok more clear now. Pinned post so you know what you are getting if you follow: zero alpha buy the index. I like this guy. A lot"
X Link 2025-08-07T07:41Z 4756 followers, 21.3K engagements

"The intern at @HKEXGroup in charge of the new Tech XXX index filtered by word and got Angelalign Technology and Giant Biogene in👍 Clear aligners belong in robotics category and the moisturizing cream in biotech"
X Link 2025-12-09T12:49Z 4758 followers, XXX engagements

"Excellent. New shareholder return program. Now we know why people are selling things like copart and csu"
X Link 2025-12-10T11:05Z 4756 followers, 2366 engagements

"Haidilao XX% down from 2018 IPO. Super hot stonk in 2018-2021. Consumer winner. Hotpot forever. 70x PE to 15x PE as they slowed from 30-40% growth precovid to 3-4% today. The "haha I don't buy 50x PE stocks" camp missed a 4x return in X years and keeps looking for the 15x PE quality compounder. The "great business and clear category leader" fanbois roundtriped gains. The scavenger furu goes "be an optimist but don't fall in love""
X Link 2025-12-08T03:43Z 4756 followers, 62.7K engagements

"how do you get comfortable with two risks: 1-regulatory risk: policies growing fast at XX% mean claims will grow fast too there is a risk many of these low income guys that go pushed policies in social media sign up to things they dont understand then the claims get rejected then the customers start complaining "i was misled in the advertising they took my money and now they dont cover blah blah" government intervenes. Is this a risk 2-VC selldown: +40% of the stock is with VCs they have all started to sell For #1 you could say at 5x is "priced in". But the reality is if #1 happens that 5x"
X Link 2025-12-10T07:10Z 4756 followers, XXX engagements

"China vs the Vikings: CIC (China SWF) XX year returns at XXX% (international portfolio) vs the Norwegians at 7.25%. Underperformance. And that's despite Norges: -Being X times bigger (latest usd2tr vs usd400bn) -Parking XX% in fixed income vs XX% for CIC (both put 2/3rds of that into government bonds). (CIC just released the 2024 report they take their time) Two differences: -Alternatives: CIC XX% allocation to alternatives may be hurting. They decided to mirror US endowments instead of the copying the Vikings. -Fees: 2/3rds of CIC foreign assets are externally managed vs a lot lower for"
X Link 2025-12-11T04:05Z 4756 followers, 1903 engagements

"China Merchants says economy is stuck. Not getting worse (NPLs stable) but zero acceleration. Banks 2025 EPS growth expected to average 0%. Some regional banks will do +HSD (jiangsu ningbo) but many big guys will be negative 2-3%. In this environment filter for large (no popmarts) companies growing at +10% (holding margins no subsidized) because those are prob good businesses"
X Link 2025-12-11T05:23Z 4756 followers, 1743 engagements