Q: Please provide your comments on earnings and outlook for this stock.

Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.

Q: Currently the Chinese market is on track for its 4th down year in a row, which is pretty rare for a global market. The contrarian would say that this pendulum has to swing back the other way at some point here. Fundamentals on many large names have detached from expectations, with names like BABA, TCEHY, etc showing FCF near record highs while share prices are at multi year lows. How do you feel about investing in these names, and if you did recommend any which would they be? Thx