Brendan Ahern @ahern_brendan Twitter profile

Last Seen Profiles

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Brendan Ahern

@ahern_brendan

2 years

$BABA buyback officially upped to $25B

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Brendan Ahern

@ahern_brendan

2 years

$BABA fined $895k and loses $20B in market cap. are markets efficient?

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Brendan Ahern

@ahern_brendan

2 years

If China is an issue then shouldn't these stocks be down the amount of their China revenue?

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Brendan Ahern

@ahern_brendan

2 years

$BABA annual revenues in US $ and ADR price.

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Brendan Ahern

@ahern_brendan

1 month

$BABA dividend record date just announced. $1.66 coming to the faithful. Sooner than I anticipated w/record date June 13 and payable July 14 on the ADR.

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Brendan Ahern

@ahern_brendan

3 months

$BABA HKeX filing updates on Q1 2024 buyback. $4.8B buying back 65mm ADRs 2.6% of shares outstanding! From Q1 2023 to Q1 2024 the company has bought 1.057B shares/5.1% of shares outstanding.

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Brendan Ahern

@ahern_brendan

1 year

In China, they call this type of arrangement State Owned Enterprises

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Brendan Ahern

@ahern_brendan

2 years

Alibaba’s stock price does not fairly reflect the company’s value given our robust financial health and expansion plans - Deptuy CFO Toby Xu of $BABA

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Brendan Ahern

@ahern_brendan

4 months

Is this an @TheOnion or @WSJ article? We are worried about cranes? Cranes that are unloading cargo ships coming from China with stuff made in China on ships made in China. Amazing we are only $34T in debt with these folks at the wheel.

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Brendan Ahern

@ahern_brendan

2 years

I couldn't agree more with this great article from @asiatimesonline Markets have China’s new leadership all wrong – Asia Times

Markets have China's new leadership all wrong - Asia Times

This past Monday (October 24), the Hong Kong China 50 Index, which includes the top 50 Chinese companies listed in Hong Kong, Shanghai, and Shenzhen,

asiatimes.com

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Brendan Ahern

@ahern_brendan

11 months

$BABA beats on the big three revenue, adjusted net income and adjusted EPS. Very impressive results. MASSIVE $3.1B stock buyback in the quarter!

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Brendan Ahern

@ahern_brendan

2 years

BIG BIG NEWS

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Brendan Ahern

@ahern_brendan

2 years

Also announced today but noticed by no one was CSRC China's SEC advancing the rollout of IRAs for the 1st time. The annual contribution of RMB 12K = $1,670 * 984mm (working age population) = A lot of money going into stocks & bonds!

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Brendan Ahern

@ahern_brendan

2 years

Holy cow!!!!!!!!!!!!!!!

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Brendan Ahern

@ahern_brendan

2 years

$BABA on audit review great/positive! Alibaba Earnings Conference Call on May 20, 2020 – Maggie Wu, Chief Financial Officer & Head of Strategic Investments stated: Alibaba's financial statements are prepared in accordance with U.S. GAAP and since our inception in 1999,

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Brendan Ahern

@ahern_brendan

2 years

PCAOB release not newsworthy as $2T of investors' capital spared from delisting. If it bleeds it leads. If it is positive, it doesn't see the light of day.

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Brendan Ahern

@ahern_brendan

1 year

$BABA Beats!

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Brendan Ahern

@ahern_brendan

10 months

$PDD is audited by Ernest & Young. I trust EY more than a firm I've never heard of.

Grizzly Research

@ResearchGrizzly

10 months

We believe $PDD is a Dying Fraudulent Company and its Shopping App TEMU is Cleverly Hidden Spyware that Poses an Urgent Security Threat to U.S. National Interests. Read our new report here:

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Brendan Ahern

@ahern_brendan

1 year

Important speech from President Xi overnight. Wonder where should we put out China investments in 2023? Covered in today's @chinalastnight

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Brendan Ahern

@ahern_brendan

2 years

$BABA Revenue misses guidance by -0.8%, EBITDA beats guidance by 12.91%, Adj Net Income beats guidance by 14.69% and Adj EPS beats guidance by 15.23%. GAAP loss due to writing down publicly traded companies they own. Buyback strong.

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Brendan Ahern

@ahern_brendan

2 years

$BABA beats revenue and EPS! Nattering nabobs of negativity scratching their heads.

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Brendan Ahern

@ahern_brendan

2 years

$BABA's Bond due in June 2023 versus US ADR over the last five years. Why are bondholders not worried? They focus on cash flows and the company's ability to pay coupons and principal. Stock holders....I give up!

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Brendan Ahern

@ahern_brendan

2 years

US China audit deal rumors/news are flying!!!!!

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Brendan Ahern

@ahern_brendan

6 months

Tencent/$TCEHY buyback is absurdly pro-shareholder friendly

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Brendan Ahern

@ahern_brendan

2 years

Big deal! EXCLUSIVE U.S. regulators are in China for audit deal talks -sources

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Brendan Ahern

@ahern_brendan

1 year

Michael Burry's Q4 Buys Include $BABA & $JD

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Brendan Ahern

@ahern_brendan

1 year

$BABA Could an Ant IPO be next? Pure speculation at this point but worth talking about

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Brendan Ahern

@ahern_brendan

1 year

$NKE's China Quarterly Revenue 5X North America Revenue YoY. "Rumors of China's consumer death have been greatly exaggerated."

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Brendan Ahern

@ahern_brendan

1 year

Epic buyback program from Tencent/$TCEHY

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Brendan Ahern

@ahern_brendan

2 years

Long only managers can come back into the China ADR space.

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Brendan Ahern

@ahern_brendan

2 years

$BABA "Inline" is a beat IMO considering the circumstances. Congratulations @AlibabaGroup ! Enjoy a well deserved weekend for the team!

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Brendan Ahern

@ahern_brendan

4 months

$JD beats on the big three: revenue, adjusted net income and adjusted EPS while increasing buyback and paying a dividend

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Brendan Ahern

@ahern_brendan

9 months

$BABA now #1 in MSCI Emerging Markets Value Index

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Brendan Ahern

@ahern_brendan

6 months

This has to be the most bullish thing I've seen/read. Not one?! Seriously...not one! China Is Fast Losing Its Place as Must-Have in Global Portfolios - Doomsberg

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Brendan Ahern

@ahern_brendan

2 years

Want to know how you know $BABA results are good/better than anticipated? The lack of headlines, the lack of alerts.

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Brendan Ahern

@ahern_brendan

2 years

$BABA time!

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Brendan Ahern

@ahern_brendan

9 months

Big scoop from @ReutersBiz on $NIO

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Brendan Ahern

@ahern_brendan

2 years

Our take on a rough day

KraneShares Market Volatility Commentary - KraneShares

Live Q&A Webinar Join us Thursday, October 27th at 10:00 am EDT for our webinar: China Market Volatility Update and Q&A With KraneShares Click here to register. What Happened? Hong Kong and US-listed...

kraneshares.com

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Brendan Ahern

@ahern_brendan

11 months

Western media has lost all credibility on their China reporting IMO. Really not worth reading. ZERO $BABA coverage per the below. ZERO. @FreeOpi86613978 !

Σωκράτης ن

@FreeOpi86613978

11 months

I am shocked! Opened the @CNBC app and they have the stocks making move in premarket. They mentioned small caps but $BABA not listed. Bloomberg @business without a single comment on their earnings! It’s really sad to see the media biased that much @ahern_brendan @BrianTycangco

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Brendan Ahern

@ahern_brendan

2 years

HK reopening/eliminating quarantine receiving zero media attention. absurd.

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Brendan Ahern

@ahern_brendan

1 month

$BABA shareholder letter just released focused on dividends and stock buyback which curtailed shares outstanding by 5.1%

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Brendan Ahern

@ahern_brendan

2 years

$BABA's single day coming out strong out of the gate! #Catalyst !

Alibaba Group

@AlibabaGroup

2 years

Taobao Live recorded a 684% growth in pre-sale volumes from new live-streaming hosts compared to last year's 11.11 in the first 4 hours of pre-sales. Follow our live blog to stay updated on the 11.11 Global Shopping Festival. #Double11ShoppingFestival #Taobao #Livestreaming

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Brendan Ahern

@ahern_brendan

2 years

Tencent/$TCEHY buyback streak now 7 trading days in a row

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Brendan Ahern

@ahern_brendan

2 years

Wow! Big news for $BABA. Strong signal about Chinese internet regulation as well.

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Brendan Ahern

@ahern_brendan

2 years

This is a very strong signal a HFCAA solution could be coming as these SOEs have sensitive information that would be exposed in an audit review. this paves the way for private companies to adhere IMO.

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Brendan Ahern

@ahern_brendan

11 months

Cannonball coming! $BABA's Ant IPO marked the start of the downdraft. Could a HK IPO mark the bottom/start of a new uptrend? Jack Ma-backed Ant plans restructuring, paving way for Hong Kong IPO

Jack Ma-backed Ant plans restructuring, paving way for Hong Kong IPO

Listing in Hong Kong would be faster than in Shanghai. Read more at straitstimes.com.

www.straitstimes.com

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Brendan Ahern

@ahern_brendan

2 years

$BABA #AntGroup "sources" but smoke there could fire EXCLUSIVE from @Reuters China's central bank accepts Ant's application for financial holding company- sources

Exclusive: China's central bank accepts Ant's application for financial holding company

China's central bank has accepted Ant Group's application to set up a financial holding company, three people with knowledge of the matter said, a key step in finishing a year-long revamp of Jack...

www.reuters.com

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Brendan Ahern

@ahern_brendan

2 years

Market reaction $BABA & $TCEHY seems a little dramatic IMO Tencent was fined a combined 6 million yuan (HK$7.03 million) for being involved in 12 acquisitions Alibaba's subsidiaries were fined 2.5 million yuan for not reporting five deals

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Brendan Ahern

@ahern_brendan

2 years

$BABA expects HK to be their primary listing by YE 2022. Southbound Stock Connect would very likely occur shortly after.

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Brendan Ahern

@ahern_brendan

2 years

While US investors puked up their China ADRs yesterday, mainland investors happily bought them.

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Brendan Ahern

@ahern_brendan

9 months

Fantastic time in Milan at our @KraneShares event with @ $BABA & $NIO's Vice President of Europe Hui Zhong! Non-inquisitive minds need not apply.

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Brendan Ahern

@ahern_brendan

1 year

$JD following $BABA's corpoorate restructing move quickly!!!

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Brendan Ahern

@ahern_brendan

2 years

$BABA's auditor is PWC, $YUMC KMPG & $JD Deloitte. Post Midterms and Biden/Xi, is a positive outcome politically feasible? U.S. watchdog gained "good access" to audits of Chinese firms -sources

U.S. watchdog gained "good access" to audits of Chinese firms -sources

U.S. regulators gained "good access" in their review of auditing work done on New York-listed Chinese firms during a seven-week inspection, four sources with knowledge of the matter said - a key step...

www.reuters.com

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Brendan Ahern

@ahern_brendan

1 year

$BABA release just out. They had previously submitted their annual report to the SEC. Shouldn't the SEC remove $BABA from list? I'm not 100% but will dig around/report back.

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Brendan Ahern

@ahern_brendan

2 years

Shocked this isn't getting attention Fang also told the executives that China and the United States were making progress in coordinating regulations governing Chinese companies listed in New York and there could be a "positive surprise" by June or earlier.

Exclusive: China securities regulator met foreign banks to soothe economic concerns - sources

The China Securities and Regulatory Commission (CSRC) met this week with executives at top western banks and asset managers to reassure them about the country's economic prospects after regulatory...

www.reuters.com

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Brendan Ahern

@ahern_brendan

2 years

Seems like a positive to me. EXCLUSIVE China sends regulators to Hong Kong to assist U.S. audit inspection-sources

EXCLUSIVE China sends regulators to Hong Kong to assist U.S. audit inspection-sources

Beijing has sent a team of regulatory officials to Hong Kong to assist the U.S. audit watchdog with onsite audit inspections involving Chinese companies, four people familiar with the matter said, as...

www.reuters.com

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Brendan Ahern

@ahern_brendan

1 year

Holy cow! What a terrible headline! They left out all of the positives said. Shameful! Read the release yourself!

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Brendan Ahern

@ahern_brendan

5 months

The Economist cover in August 2015. Let's hope their track record continues.

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Brendan Ahern

@ahern_brendan

2 years

$BABA back in May 2020: "Alibaba's financial statements are prepared in accordance with U.S. GAAP and since our inception in 1999" US inspectors arrive at PwC, KPMG in Hong Kong for audit review via @scmpnews

US inspectors arrive at PwC, KPMG in Hong Kong for audit review

Teams of US audit inspectors started a historic review this morning at the Central offices of accounting firms PwC and KPMG, two sources told the South China Morning Post.

www.scmp.com

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Brendan Ahern

@ahern_brendan

1 year

$BABA pops as management mentions buybacks. From their release, spent $1.9B with another $19.4B to buy through March 2025

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Brendan Ahern

@ahern_brendan

2 years

Tencent/$TCEHY had one of the largest net buying days ever yesterday in HK via Southbound Stock Connect.

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Brendan Ahern

@ahern_brendan

2 years

Started to reread 4th Turning last night based on ⁦ @KeithMcCullough ⁩ ⁦ @Hedgeye ⁩ recommendation. Need to curb my enthusiasm!

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Brendan Ahern

@ahern_brendan

1 month

Found this. China's #2 government leader presides over State Council meeting focused on "expanding cross-border e-commerce exports". Who does e-commerce in China? Hint: $BABA $JD

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Brendan Ahern

@ahern_brendan

2 years

Tencent/$TCEHY buyback continues

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Brendan Ahern

@ahern_brendan

2 years

$BABA buying up their own stock

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Brendan Ahern

@ahern_brendan

2 years

$NIO remember HK share class is added to the Hang Seng Composite and Hang Seng Tech Index at tomorrow's close

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Brendan Ahern

@ahern_brendan

2 years

It's go time!!!!!

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Brendan Ahern

@ahern_brendan

2 years

Huge signal here!!!! PCAOB confirms talks with China on audit firm access

PCAOB confirms talks with China on audit firm access

The board is reportedly making progress on talks with Chinese authorities on enabling access to inspections of local firms.

www.accountingtoday.com

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Brendan Ahern

@ahern_brendan

9 months

$BABA kicks off Singles Day, the Super Bowl of spending. Alibaba Kicks off 2023’s 11.11 With Record Investment by Merchants

Alibaba Kicks off 2023’s 11.11 With Record Investment by Merchants

A record number of brands and merchants plan to invest in the world’s largest retail sales event, 11.11, which begins Tuesday.

www.alizila.com

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Brendan Ahern

@ahern_brendan

1 year

$BABA BIG News! Pro Shareholder Move. Alibaba Reorganizes To Unlock Value RSS

Alibaba Reorganizes To Unlock Value

Alibaba Group will restructure into six business groups and other investments, a move designed to unlock value and foster competitiveness.

www.alizila.com

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Brendan Ahern

@ahern_brendan

3 months

My $AAPL defense versus DoJ suit: We have a US monopoly because the US gov't has banned our competition in the US. Exhibit A: No monopoly in China.

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Brendan Ahern

@ahern_brendan

7 months

wow! $BABA

CNA

@ChannelNewsAsia

7 months

Exclusive-China's Alipay plans near $400 million stake sale in India's Zomato-sources

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Brendan Ahern

@ahern_brendan

1 year

Tencent's buyback now 8 days in a row $TCEHY

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Brendan Ahern

@ahern_brendan

2 years

Many thanks for the opportunity to connect @_mm85 ! Big fan of the great work you do!

Marcel Münch

@_mm85

2 years

🇨🇳 China ETF Fund Manager: Hopefully History Repeats! $NIO & $BABA Investors Better Watch the full video: 📺👉 As $KWEB @KraneShares CIO @ahern_brendan shares views on delisting, share buybacks & more! $CWEB $PDD $JD $FUTU $TIGR $WB $XPEV $BIDU $BILI

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Brendan Ahern

@ahern_brendan

11 months

Let me help remove China from you portfolio @GerberKawasaki ! $TSLA $AAPL $XOM etc etc

Ross Gerber

@GerberKawasaki

11 months

In China, XI's economic miracle has gone bust. Scaring businesses away, COVID policies, siding with Russia and many other bad decisions along with an aging population... Means the Chinese economy is in recession with no end in sight... Why would anyone invest in Xi's China...

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Brendan Ahern

@ahern_brendan

1 year

$BABA is arguably the most shareholder friendly company listed globally IMO. Buybacks, spin offs & IPOs. "unlocking shareholder value" repeated over and over and over by management. Full details in today's @chinalastnight

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Brendan Ahern

@ahern_brendan

2 years

Understatement of the century!

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Brendan Ahern

@ahern_brendan

2 years

The world opening up allows us to see friends we've not seen in years less Zoom. Great to catch up w/ @BrianTycangco in Manila even though this photo is very unflattering of me! Next Philippines visit, I would love to spend more time exploring the city & country!

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Brendan Ahern

@ahern_brendan

2 years

BYD post-HK close provides Q1 guidance. revenue up +174% to 300%. good sign for $NIO $LI $XPEV

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Brendan Ahern

@ahern_brendan

5 months

$BABA's US $ bond due later this year has outperformed the stock by 70%. Not a typo! Beyond absurd.

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Brendan Ahern

@ahern_brendan

2 years

Big hat tip to the SEC, PCAOB, CSRC and MoF for finding a solution. Obviously audit reviews need to occur though the significant companies are audited by the US' Big Four accounting firm's China branches. With the 5 SOEs delisting, the private companies have nothing to hide.

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Brendan Ahern

@ahern_brendan

5 months

To get an understanding on investors' current positioning toward China, as of January 2024, Canada is a larger weight than China within MSCI All Country World Index. China's 2022 GDP is $17.9T versus Canada's $2.1T, according to the World Bank. Makes sense.

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Brendan Ahern

@ahern_brendan

7 months

Back from more than a week in Asia w/time spent in Hong Kong & Shenzhen. Lots to report including meetings w/ #Tencent $TCEHY and $BYD. Will get some photos out from HK & SZ as malls and restaurants were packed. Great trip!

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Brendan Ahern

@ahern_brendan

1 year

Amazing the lack of coverage in Western media.

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Brendan Ahern

@ahern_brendan

4 months

Seems like a big number to me. Grew +9% YoY $BABA $JD $PDD $VIPS

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Brendan Ahern

@ahern_brendan

9 months

More green shoots on US China diplomatic relations.

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Brendan Ahern

@ahern_brendan

9 months

US China diplomatic green shoots!

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Brendan Ahern

@ahern_brendan

2 years

Another positive sign. Further evidence of our Post Party Congress Pivot on the Big Three Issues: US China Political Relationship, Zero Covid & Real Estate

Qin Gang 秦刚

@AmbQinGang

2 years

I met with @SecYellen today. We had an in-depth exchanges on the implementation of the important common understandings our two presidents have reached in their Bali meeting as well as bilateral and multilateral economic and financial issues of common concern.

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Brendan Ahern

@ahern_brendan

2 years

w/$AAPL's market cap you could own the entire China Internet market cap.....TWICE.....& still have enough to buy 1 $TCEHY or 1.5 $BABAs

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Brendan Ahern

@ahern_brendan

9 months

Green shoots on US China diplomatic relations.

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Brendan Ahern

@ahern_brendan

2 years

$BABA's Single Day off & running!

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Brendan Ahern

@ahern_brendan

2 years

CSRC Vice Chair today:China & the United States have successfully signed a cross-border listed company audit & supervision cooperation agreement"he stated prior: "The CSRC has earnestly implemented the requirements of the CPC Central Committee & the State Council" @chinalastnight

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Brendan Ahern

@ahern_brendan

2 years

Chinese markets are imploding on covid spread. Just not in the direction people would expect. inconvenient truths

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Brendan Ahern

@ahern_brendan

1 year

Seems positive to me $BABA Alibaba Group Chairman Daniel Zhang’s 2023 Letter to Shareholders @AlibabaGroup

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Brendan Ahern

@ahern_brendan

2 years

$JD beats on the big three: revenue, adjusted net income and adjusted EPS!

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Brendan Ahern

@ahern_brendan

2 years

$NIO CFO Steven Feng is diving in at our conference!

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Brendan Ahern

@ahern_brendan

5 months

My favorite visualization of the irrational levels is comparing Chinese ADRs with their bonds @MatthewMcCall . In the case of $JD, their 2030 US $ bond has outperformed the stock by 65% over the last 2 yrs!!!!! This is true for $BABA $TCEHY etc. Stock investors = sentiment. Bonds

Matt McCall

@MatthewMcCall

5 months

I know you DO NOT want to hear this, BUT Chinese stocks are now trading at irrational levels in my opinion. $JD is one of the better companies in the country - Revenue and Earnings at new highs as stock is down 80% - time to nibble is almost here!

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Brendan Ahern

@ahern_brendan

10 months

Big news from $UAL

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Brendan Ahern

@ahern_brendan

2 years

CSRC statement

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Brendan Ahern

@ahern_brendan

5 months

$BABA results next week

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