u/CartographerIll2372

I used to just bet on $TCEHY or $NTES for gaming exposure, but the cost of making games is getting out of control. I’ve been looking at $HUYA as a different way to play the sector. Instead of building games, they just distributed Goose Goose Duck and it sat at the #1 spot on the App Store for most of Q1.

Their Q1 report shows game-related services now make up over 36% of their total revenue. It feels like they’ve built a "toll booth" for gaming where they take a cut of everything without the development risk. Are there any other platforms like $HUYA or $BILI that people think are actually winning the distribution war in 2026?

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Did yall catch the news about Hongqiao raising $1.5 billion via convertible bonds? The strike price is set at HK$43.90—a massive premium from where we’re trading now. It feels like the underwriters are screaming that they expect a breakout to the mid-40s sooner than we think.

The cash is for "bauxite stockpiling," which is a genius move given the supply chain mess in Guinea. While others struggle with raw material costs, Hongqiao is building an untouchable moat. It’s a high-conviction play while everyone else is distracted by the usual tech hype. Plus, with aluminum being the backbone of AI infra, this is a massive double win. It’s sitting at a 12.4x P/E right now and that 4.9% yield is still juicy as hell.

With the ex-dividend date coming up on May 22, I’m tempted to add a bit more here. Does this look like a "smart money" signal to you guys? Curious to hear if anyone else is watching the "Bauxite King" closely.

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I know the urge to hit "Sell" is strong after seeing a 47% gain in six months. Watching a stock return over 160% in a year usually makes you fear a crash, but looking at the macro, I'm convinced we’re only in the opening act. We are at the start of a global grid upgrade and an AI infra boom where aluminum is the literal physical backbone for data centers and cooling.

The reason I see Hongqiao as the "Standard Oil" of our time is their insane supply chain integration. While others struggle with energy costs, they locked in the world’s cheapest hydro-power in Yunnan. When you control everything from bauxite to renewable energy, a 13.6x P/E feels like a gift compared to tech multiples.

It’s also hard to ignore that the smartest money in Asia is doubling down here. The Zhang family’s wealth just hit record highs because they put Hongqiao at the center of the AI and EV transition. Instead of swing trading the noise, I'd rather sit tight and collect that 4.4% dividend while the market catches up.

With the May 22 ex-div date coming up and a $44.47 target on the horizon, I’m comfy holding through the volatility. This isn't a quick buck; it’s a generational play on the materials powering the future. Anyone else holding for the "Aluminum Supercycle," or are yall just taking profits and running?

i've been looking at the numbers for $rere and i'm genuinely trying to figure out why we’re still trading at $4.78. the average analyst target is sitting at $7.14, which is a massive gap compared to the current price. it feels like the business is evolving way faster than the stock price reflects, especially with a target showing nearly 50% potential upside.

the financials actually look solid for a change—trailing eps is at 0.20 and the p/e ratio is around 23.90, which isn't crazy for a company guiding for ~27% growth. plus, it’s officially a billion-dollar market cap company now, so it’s not exactly a tiny "nobody" stock. it’s rare to find a growth play that’s also paying a dividend while staying this steady.

with a beta of only 0.28, it’s been one of the most "chill" spots in my portfolio lately. i’m curious if the market is just waiting for the may 19 earnings call to finally bridge that gap to the $7 level. i’m holding steady and watching the accumulation—it feels like the floor at $4.50 is solid while we wait for the next leg up.

do you guys think $7.14 is a realistic target for this year?

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Looking at the latest chart, Hongqiao is consolidating beautifully at $37.30. They just confirmed a HK$1.65 dividend.

You’re getting a company that’s growing like a tech stock but paying a dividend like a utility. In this macro environment, that’s a rare unicorn. I’m loading up before the May 22 cutoff to lock in that yield and the potential breakout to $45.

We are just a few weeks away from the next major catalyst. Management has already guided for roughly 27% growth in Q1 2026, and given their track record, I wouldn't be surprised by another beat.

The company is firing on all cylinders: core electronics, high-margin multi-category recycling (gold!), and new automated tech. The sentiment is incredibly bullish. Are you expecting a breakout past the $6 resistance? What’s your price target post-earnings?