Calls
4
Pruksa Iamthongthong
Head of Equities, Aberdeen Investments
Win Rate
25.0%
return
-0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 18
$36.20
-1.9%
China's equity market is a contrarian opportunity because valuations are attractive relative to the AI-driven rallies in Taiwan and Korea. Despite weak headline macro data, selective sectors like energy security (battery storage) and China localization (AI self-sufficiency supply chain) show bright spots, and consumer spending has become more discerning rather than disappearing. The need for energy security from the Iran war also supports China's supply chain strengths.
Equity Indexes
Long
Aug 26
$119.44
+1.0%
China internet names like Tencent and Alibaba are using free cash flow to accelerate AI capex for future growth. While investors are currently punishing them for the short-term earnings impact, the payback periods are attractive as they monetize cloud revenue at higher margins, creating a contrarian buying opportunity.
Retail & Mobility
Long
Aug 26
$17.70
-0.2%
Investing in high dividend yield stocks in China, such as certain consumer stocks, to balance the portfolio alongside growth investments in the internet sector.
Equity Indexes
Long
Aug 26
$56.55
-0.2%
China internet names like Tencent and Alibaba are using free cash flow to accelerate AI capex for future growth. While investors are currently punishing them for the short-term earnings impact, the payback periods are attractive as they monetize cloud revenue at higher margins, creating a contrarian buying opportunity.
Internet Platforms
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Pruksa Iamthongthong has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: FXI, BABA, CHIQ.
