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@ahern_brendan
"Per today's @chinalastnight potential catalyst for $NIO $LI $XPEV"
@ahern_brendan on X 2025-07-16 19:45:54 UTC 12.2K followers, 4101 engagements
"$BIDU & $UBER robotaxis partnership announced focused on world ex US & China" @ahern_brendan on X 2025-07-15 12:33:29 UTC 12.2K followers, 3303 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. Riding the renminbi/CNH strength versus the US $. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-06-30 16:25:57 UTC 12.2K followers, 1441 engagements
"Per today's @chinalastnight Vice Premier Zhang Guoqing calls for "intensified efforts to promote the healthy development of the platform economy" ie internet companies. Companies not named but based on my highlight below my guess is #Meituan $BABA $JD $PDD #Bytedance $DIDIY" @ahern_brendan on X 2025-03-26 14:03:37 UTC 12.2K followers, 2154 engagements
"Premium/Discount of US listed China #ADRs versus their Monday close (HK was closed today) $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-01 16:19:25 UTC 12.2K followers, 1323 engagements
"Also aligned with President Trump and the EU's concerns on auto overproduction. E-commerce could be a beneficiary as well as $JD's entrance into restaurant delivery and online travel by slasing fees weighs on $TCOM $BABA $PDD $VIPS IMO" @ahern_brendan on X 2025-07-01 12:18:35 UTC 12.2K followers, 1263 engagements
"This came out after the HK market's close. Positive catalyst for $BABA $JD & $MPNGY as gov't could end restaurant delivery price war as part of "anti-involution" campain. Covered in today's @chinalastnight" @ahern_brendan on X 2025-07-18 13:57:26 UTC 12.2K followers, 3211 engagements
"$BIDU @Baidu_Inc "Baidu Revamps Search with New AI Features in Its Biggest Overhaul in a Decade Launches Image-to-Video Model MuseSteamer". Look good to me" @ahern_brendan on X 2025-07-03 12:58:39 UTC 12.2K followers, 2261 engagements
"$BABA bought 14912 ADRs yesterday. Interesting to see @AlibabaGroup dialed back the buyback on strength. Buy low Smart" @ahern_brendan on X 2025-07-23 14:15:13 UTC 12.2K followers, 4856 engagements
"$BIDU @Baidu_Inc names new CFO. Ex Kingsoft Cloud CFO strong credentials IMO" @ahern_brendan on X 2025-07-01 13:07:49 UTC 12.2K followers, 4238 engagements
"Photo of $BYDDF @BYDCompany showroom I took last week in Singapore" @ahern_brendan on X 2025-05-19 19:59:20 UTC 12.2K followers, 1103 engagements
"Key questions for investors: Are the days of China exporting deflation over Could higher inflation divert Chinese savings to stocks Are efforts to curtail overcapacity part of a US China trade deal Tune in to find out" @ahern_brendan on X 2025-07-22 13:36:44 UTC 12.2K followers, 2801 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi outperforming the ADRs and HK futures intra-day. late day rally $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-09 18:42:58 UTC 12.2K followers, 1318 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. Tariff talk tanks US stocks including the ADRs. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-07 16:52:11 UTC 12.2K followers, 1671 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-06-26 17:05:38 UTC 12.2K followers, 1993 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-18 18:57:30 UTC 12.2K followers, 1771 engagements