Chun Phuah
Chun Phuah @MaGicDust777

Performance
All

-4.04%2026
2026
29.68%2025
2025
17.24%2024
2024
56.63%2023
2023
-50.15%2022
2022
10.19%2021
2021
77.61%2020
2020
69.12%2019
2019
-13.29%2018
2018
77.6%0%-77.6%
Chun Phuah
๐™’๐™๐™š๐™ฃ ๐™– ๐™ฉ๐™๐™š๐™จ๐™ž๐™จ ๐™จ๐™ฉ๐™ค๐™ฅ๐™จ ๐™ฌ๐™ค๐™ง๐™ ๐™ž๐™ฃ๐™œ, ๐™จ๐™š๐™ก๐™ก ๐™ž๐™ฉ I spent August cleaning house. $BIDU (Baidu, Inc.-ADR) is gone. I bought it for Apollo Go, the RT6 cost advantage, the Uber and Lyft tie-ups, and I still think those economics are right. None of it ever reached the share price. Meanwhile... Show More
Chun Phuah
$3750.HK (Contemporary Amperex Technology Co Limited) : ๐˜พ๐˜ผ๐™๐™‡ ๐™– ๐™ข๐™–๐™ง๐™ ๐™š๐™ฉ ๐™ก๐™š๐™–๐™™๐™š๐™ง ๐™–๐™ฃ๐™™ ๐™–๐™ฃ ๐™–๐™ก๐™ฉ๐™š๐™ง๐™ฃ๐™–๐™ฉ๐™ž๐™ซ๐™š ๐™ฉ๐™ค ๐™ฉ๐™๐™š ๐˜ผ๐™„ ๐™ฅ๐™ก๐™–๐™ฎ? Q2 revenue RMB 147.8b, up 57% yoy. Net profit RMB 22.5b, up 36.5%. Both records. For H1 that's RMB 276.9b revenue and RMB 43.3b profit, up 55%... Show More
undefined logo
3750.HK
Contemporary Amperex Technology Co Limited
561.00
-11.50 (-2.01%)
Chun Phuah
๐™๐™๐™š ๐˜ผ๐™„ ๐™—๐™ช๐™ž๐™ก๐™™-๐™ค๐™ช๐™ฉ ๐™ž๐™จ ๐™ฃ๐™ค๐™ฌ ๐™ฉ๐™๐™š ๐™จ๐™ž๐™ฃ๐™œ๐™ก๐™š ๐™—๐™ž๐™œ๐™œ๐™š๐™จ๐™ฉ ๐™›๐™ค๐™ง๐™˜๐™š ๐™ข๐™ค๐™ซ๐™ž๐™ฃ๐™œ ๐™– ๐™ฌ๐™ž๐™™๐™š ๐™จ๐™ฌ๐™–๐™ฉ๐™ ๐™ค๐™› ๐™ฉ๐™๐™š ๐™ข๐™–๐™ง๐™ ๐™š๐™ฉ; ๐™ž๐™ฉ ๐™˜๐™–๐™ฃ ๐™ง๐™š๐™ฌ๐™–๐™ง๐™™ ๐™ค๐™ง ๐™ฅ๐™ช๐™ฃ๐™ž๐™จ๐™. $AMD (Advanced Micro Devices Inc) dominates this month. Its Q1 report beat comfortably, with roughly $10.3B... Show More
Chun Phuah
๐˜พ๐˜ผ๐™๐™‡'๐™จ ๐™Ž๐™๐™ค๐™ง๐™ฉ ๐™Ž๐™ฆ๐™ช๐™š๐™š๐™ฏ๐™š: ๐™๐™๐™š ๐™๐™ง๐™–๐™™๐™š ๐™๐™๐™–๐™ฉ ๐˜พ๐™ค๐™ช๐™ก๐™™ ๐˜ฝ๐™ก๐™ค๐™ฌ ๐™๐™ฅ ๐™ž๐™ฃ ๐˜ฝ๐™š๐™–๐™ง๐™จ' ๐™๐™–๐™˜๐™š๐™จ Something interesting is brewing since I last covered CATL. $3750.HK (Contemporary Amperex Technology Co Limited) has become one of the most shorted stocks on HKEX since the... Show More
undefined logo
3750.HK
Contemporary Amperex Technology Co Limited
561.00
-11.50 (-2.01%)
Chun Phuah
$CATL Global battery leader with 39% market share (+1pp YoY). FY25 delivered its strongest growth in years: revenue RMB 423.7B (+17%), net profit RMB 72.2B (+42%), and Q4 profit +57% YoY. Gross margin expanded from 24% to 26%. Shipments: 661 GWh (+39.2%), EV batteries (540 GWh, +41.9%) and BESS (121... Show More
Chun Phuah
We close the year below the highs, with both U.S. and Chinese equities giving back part of their earlier gains. In my view, this pullback is a healthy development for an AI-driven bull market that had begun to overheat. Even so, Chinese equities remain significantly cheaper than their U.S. counterparts,... Show More
Chun Phuah
๐˜ผ๐™ข๐™ž๐™™ ๐™ฉ๐™๐™š ๐˜ผ๐™„ ๐™—๐™ค๐™ค๐™ข, ๐™ค๐™ฃ๐™š ๐™ฉ๐™ง๐™ช๐™ฉ๐™ ๐™ง๐™š๐™ข๐™–๐™ž๐™ฃ๐™จ: ๐™ซ๐™–๐™ก๐™ช๐™–๐™ฉ๐™ž๐™ค๐™ฃ๐™จ ๐™ข๐™–๐™ฎ ๐™ฃ๐™ค๐™ฉ ๐™ข๐™–๐™ฉ๐™ฉ๐™š๐™ง ๐™ฉ๐™ค๐™™๐™–๐™ฎ, ๐™—๐™ช๐™ฉ ๐™ฉ๐™๐™š๐™ฎ ๐™–๐™ก๐™ฌ๐™–๐™ฎ๐™จ ๐™ข๐™–๐™ฉ๐™ฉ๐™š๐™ง ๐™ฉ๐™ค๐™ข๐™ค๐™ง๐™ง๐™ค๐™ฌ Our portfolio has compounded at an average of 21% annually since 2018 and recently hit a new high, thanks in part to... Show More
Chun Phuah
๐™Ž๐™ž๐™ฃ๐™˜๐™š ๐™ข๐™ฎ ๐™ก๐™–๐™จ๐™ฉ ๐™˜๐™–๐™ก๐™ก ๐™ค๐™ฃ ๐˜ฝ๐™–๐™ž๐™™๐™ช, ๐™ž๐™ฉ๐™จ ๐™จ๐™๐™–๐™ง๐™š๐™จ ๐™๐™–๐™ซ๐™š ๐™–๐™ฅ๐™ฅ๐™ง๐™š๐™˜๐™ž๐™–๐™ฉ๐™š๐™™ ๐™ข๐™š๐™–๐™ฃ๐™ž๐™ฃ๐™œ๐™›๐™ช๐™ก๐™ก๐™ฎ, driven in part by renewed bullish sentiment around Chinese AI platforms, lifting both $BIDU (Baidu, Inc.-ADR) and $BABA. However, I believe the market continues to underappreciate... Show More
Chun Phuah
Iโ€™ve initiated a position in Baidu on the back of its latest autonomous taxi developments, including strategic tieโ€‘ups with Lyft and Uber. Has Baidu already secured a decisive lead in the global race for autonomous taxi? $BIDU (Baidu, Inc.-ADR) ๐˜ผ๐™ฅ๐™ค๐™ก๐™ก๐™ค ๐™‚๐™ค โ€ข RT6 production cost under US$30K vs.... Show More
Chun Phuah
๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฐ ๐—ฃ๐—ถ๐—ฐ๐—ธ๐˜€ ๐—ถ๐—ป ๐—”๐—œ, ๐—•๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐—ถ๐—ฒ๐˜€, ๐—ฎ๐—ป๐—ฑ ๐—™๐—ถ๐—ป๐˜๐—ฒ๐—ฐ๐—ต Our portfolio has recently reached a new high, driven primarily by robust movements in CATL, FUTU, AMD, and a resurgence in the crypto market. ๐Ÿ” $AMD (Advanced Micro Devices Inc): A... Show More

About Chun Phuah
Malaysia
Strategy: Growth

Beating the S&P since 2018๐Ÿ“ˆ+21% CAGR vs S&P +10.5% - Tech & Growth in US & China
Show Full Bio
25 Copiers
6.1K Followers