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# ![@pandawatch88 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1558733876176232448.png) @pandawatch88 goldenlabubuwatch

goldenlabubuwatch posts on X about china, tencent, bytedance, health the most. They currently have XXXXX followers and 2483 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1558733876176232448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +53%
- X Months XXXXXXXXX +31%
- X Year XXXXXXXXX +169%

### Mentions: XX [#](/creator/twitter::1558733876176232448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:posts_active.svg)

- X Month XXX +7.30%
- X Months XXX -XXXX%
- X Year XXXXX +53%

### Followers: XXXXX [#](/creator/twitter::1558733876176232448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:followers.svg)

- X Week XXXXX +1.20%
- X Month XXXXX +5.20%
- X Months XXXXX +50%
- X Year XXXXX +196%

### CreatorRank: XXXXXXX [#](/creator/twitter::1558733876176232448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [social networks](/list/social-networks)  [currencies](/list/currencies)  #3693 [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[china](/topic/china) #3261, [tencent](/topic/tencent) #195, [bytedance](/topic/bytedance) #18, [health](/topic/health), [baidu](/topic/baidu) #22, [business](/topic/business), [if you](/topic/if-you), [alibaba](/topic/alibaba) #413, [money](/topic/money), [market cap](/topic/market-cap)

**Top accounts mentioned or mentioned by**
[@aceboy8844](/creator/undefined) [@blondesnmoney](/creator/undefined) [@valuepraya](/creator/undefined) [@liqianren](/creator/undefined) [@reticulosaurus](/creator/undefined) [@lowalphahighvol](/creator/undefined) [@investingichina](/creator/undefined) [@mikefritzell](/creator/undefined) [@chrisrinvesting](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@davidinglestv](/creator/undefined) [@akshayequities](/creator/undefined) [@sinomarket](/creator/undefined) [@thelonghappy](/creator/undefined) [@jjnews002](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@eastasiastocks](/creator/undefined) [@techfundies](/creator/undefined) [@globalstockpick](/creator/undefined) [@dhatzopoulos](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Applovin Corporation (APP)](/topic/applovin) [GE Vernova Inc. (GEV)](/topic/$gev) [Fastenal Company (FAST)](/topic/$fast) [POP MART  (PMRTY)](/topic/pop-mart) [Yum China Holdings, Inc. Common Stock (YUMC)](/topic/$yumc)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/pandawatch88/status/1963601531695149105)  2025-09-04T13:54Z 4738 followers, 6417 engagements


"Baidu has dealt with the GPU depreciation debate in a very elegant way kudos to the CFO and US hyperscalers could learn from it. Extend useful life to XX years run minimal depreciation in p&l and then one quarter down the line do a big write off one-off nature so it doesn't show in adjusted metrics and "we have a very healthy asset base going fwd". Bam. Done. Onwards. And btw this is in line with GAAP spirit: If we don't run capex through the p&l why run the depreciation of such capex in the p&l right Doesn't make sense. All out. Debate over. For JD and Meituan instead of subsidizing meals"  
[X Link](https://x.com/pandawatch88/status/1991039200385470591)  2025-11-19T07:01Z 4737 followers, 27.7K engagements


"Mobvista Asia's Applovin (ehem) down XX% in X days. You know the drama is real when Xueqiu has +100 posts per day on the subject + the conversation starts moving from technical candles to fat shaming the CEO. Main issue (to me) is Mobvista deceleration from XX% to XX% while Applovin is still clocking XX% in 2025. Saying that APP is at 100x PE and these guys at 35x. It is still mostly driven by mobile gaming customers and programmatic in-app advertising. I am interested because I like advertising lifeline for the marginal mobile app developers. But I need to know if the deceleration is:"  
[X Link](https://x.com/pandawatch88/status/1994022682116149448)  2025-11-27T12:37Z 4735 followers, 3016 engagements


"Giant Biogene on JD"  
[X Link](https://x.com/pandawatch88/status/1797180986641535240)  2024-06-02T08:18Z 4739 followers, XXX engagements


"The track record of Ping An portfolio IPOs can only be matched by Chamath SPACs. Broken business models dodgy management auditor fights. Ping an in the arena trying things. There are probably a few lessons here. Lufax GoodDoctor OCFT"  
[X Link](https://x.com/pandawatch88/status/1911467231806165472)  2025-04-13T17:11Z 4751 followers, 1723 engagements


"gddammtt fk sun hung kaiii @ValuePraya arggh If you reply with "I told you" we are going to have a problem"  
[X Link](https://x.com/pandawatch88/status/1953465266773623182)  2025-08-07T14:36Z 4745 followers, 1718 engagements


"bullish China CROs I guess. I had no idea clinical trials were down from 2019 in both US and Europe. Maybe costs/inflation. argggh i really need to look at wuxi apptec again"  
[X Link](https://x.com/pandawatch88/status/1991409998329749644)  2025-11-20T07:35Z 4751 followers, 1231 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](https://x.com/pandawatch88/status/1995687543648755784)  2025-12-02T02:52Z 4751 followers, 2734 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](https://x.com/pandawatch88/status/1995834001773470164)  2025-12-02T12:34Z 4751 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](https://x.com/pandawatch88/status/1995834633980969146)  2025-12-02T12:37Z 4751 followers, XXX engagements


"the a-share uncles are pretty good at quickly finding third derivative trades for "the current thing" Yingliu was trading at 20x not long ago making castings for aeroengines (both GE and domestic guys are customers) nuclear and gas turbines (for Siemens not GE vernova). Don't ask me split by end market. Domestic/export 50/50ish. ok margins but roic below XX% and tight cash"  
[X Link](https://x.com/pandawatch88/status/1996074035973894454)  2025-12-03T04:28Z 4751 followers, 1089 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](https://x.com/pandawatch88/status/1912008723402195112)  2025-04-15T05:02Z 4747 followers, 2463 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](https://x.com/pandawatch88/status/1995356397413011931)  2025-12-01T04:56Z 4747 followers, 1713 engagements


"@deepseek_ai Sounds like the name of a Ferrari turbo hybrid era"  
[X Link](https://x.com/pandawatch88/status/1995508382351151388)  2025-12-01T15:00Z 4747 followers, 1541 engagements


"People saving on beer to buy robot and chip stocks"  
[X Link](https://x.com/pandawatch88/status/1998331493475606666)  2025-12-09T09:58Z 4747 followers, XXX 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](https://x.com/pandawatch88/status/1998374478624256245)  2025-12-09T12:49Z 4747 followers, XXX 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](https://x.com/pandawatch88/status/1953360841857806358)  2025-08-07T07:41Z 4747 followers, 21.2K 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](https://x.com/pandawatch88/status/1992608655519453211)  2025-11-23T14:58Z 4747 followers, 1742 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](https://x.com/pandawatch88/status/1998581274034999500)  2025-12-10T02:31Z 4747 followers, 2586 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](https://x.com/pandawatch88/status/1988261566027100687)  2025-11-11T15:04Z 4749 followers, 1855 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](https://x.com/pandawatch88/status/1988906123999482113)  2025-11-13T09:45Z 4750 followers, 10.4K engagements


"for those of you talking Bytedance vs Meta one funny stat is meta trades at 9x PS while bytedance is doing employee share buybacks at 2x PS (prob using Kuaishou as comp). Management is efficient at everything"  
[X Link](https://x.com/pandawatch88/status/1990588984389763434)  2025-11-18T01:12Z 4748 followers, 10.1K 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](https://x.com/pandawatch88/status/1993883377653698858)  2025-11-27T03:23Z 4752 followers, 1022 engagements


"Interesting data point from Alibaba Joe Tsai at the recent HKU interview: There are 56m users in Taobao (I think he includes Tmall there) that spend more than usd6k annually on the platform (this is more than the avg China disposable income p.c.). That's usd500 a month. Not a small number for China (or even Europe/Japan/US). In context: - China middle class which is prob 400m people by now top quartile 100m means half of them splurging on Taobao Possible. Sounds like a lot. Where are the JD guys. -In GMV that's usd336bn so those power buyers represent around XX% of Alibaba total usd1.2tr GMV"  
[X Link](https://x.com/pandawatch88/status/1995374201080094883)  2025-12-01T06:07Z 4749 followers, 6387 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](https://x.com/pandawatch88/status/1997168875167690889)  2025-12-06T04:59Z 4751 followers, 2155 engagements


"sorry what the Chinese CEO urge to not stay in their lane 2026 fuyao car glass doing bubble tea"  
[X Link](https://x.com/pandawatch88/status/1997606687382151606)  2025-12-07T09:58Z 4749 followers, 1604 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](https://x.com/pandawatch88/status/1997688132502950339)  2025-12-07T15:22Z 4751 followers, 1513 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](https://x.com/pandawatch88/status/1997888346111234212)  2025-12-08T04:37Z 4749 followers, 3761 engagements


"@grok @shravanrayhaan Roundtrip"  
[X Link](https://x.com/pandawatch88/status/1997917814141956443)  2025-12-08T06:35Z 4752 followers, XX 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](https://x.com/pandawatch88/status/1998275145572724981)  2025-12-09T06:14Z 4749 followers, XXX 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](https://x.com/pandawatch88/status/1973396974649897304)  2025-10-01T14:37Z 4748 followers, 4384 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](https://x.com/pandawatch88/status/1990449233389076484)  2025-11-17T15:57Z 4747 followers, 42.4K engagements


"JD Health employee with stock comp walking into the JD canteen"  
[X Link](https://x.com/pandawatch88/status/1992794781718905330)  2025-11-24T03:17Z 4750 followers, 7320 engagements


"Zhongsheng dealers hardcore negotiating with the Germans"  
[X Link](https://x.com/pandawatch88/status/1992971248343847169)  2025-11-24T14:59Z 4750 followers, 1411 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](https://x.com/pandawatch88/status/1993512018247405717)  2025-11-26T02:47Z 4747 followers, 6684 engagements


"Short DASH Food delivery next Ah they copy all from Chinah"  
[X Link](https://x.com/pandawatch88/status/1995798906995966106)  2025-12-02T10:15Z 4747 followers, 5075 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](https://x.com/pandawatch88/status/1996419243961663493)  2025-12-04T03:20Z 4749 followers, 2230 engagements


"Meituan is a trojan horse. Juewei mala duck wings delivery to cafe foto soon"  
[X Link](https://x.com/pandawatch88/status/1996588592152654107)  2025-12-04T14:33Z 4747 followers, 1101 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](https://x.com/pandawatch88/status/1997199809162174678)  2025-12-06T07:01Z 4747 followers, 3401 engagements


"JPM analyst writing the research report that upgrades Baidu to equalweight"  
[X Link](https://x.com/pandawatch88/status/1998028952091382109)  2025-12-08T13:56Z 4749 followers, 2576 engagements


"@Andy__KH Always. Last one out loses. The less you write the lighter the anchor"  
[X Link](https://x.com/pandawatch88/status/1998043270631596158)  2025-12-08T14:53Z 4747 followers, XX 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](https://x.com/pandawatch88/status/1998651584100872352)  2025-12-10T07:10Z 4747 followers, XXX 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](https://x.com/pandawatch88/status/1997927284985274685)  2025-12-08T07:12Z 4747 followers, 1869 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](https://x.com/pandawatch88/status/1998259387127988291)  2025-12-09T05:12Z 4747 followers, 3240 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](https://x.com/pandawatch88/status/1998762020095799335)  2025-12-10T14:29Z 4747 followers, 1246 engagements