轉生成最廢資本家
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Buy $Barrick Mining (B.US)$
$Robinhood (HOOD.US)$ $Futu Holdings Ltd (FUTU.US)$ $Hesai (HSAI.US)$ $Lemonade (LMND.US)$ $Alphabet-C (GOOG.US)$ Still waiting to buy
Buy $Barrick Mining (B.US)$
$Robinhood (HOOD.US)$ $Futu Holdings Ltd (FUTU.US)$ $Hesai (HSAI.US)$ $Lemonade (LMND.US)$ $Alphabet-C (GOOG.US)$ Still waiting to buy
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轉生成最廢資本家
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轉生成最廢資本家
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轉生成最廢資本家
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$HESAI-W (02525.HK)$ share in HK is cheaper than usd ..
bouncing from hkd 180 to 280 .. the next leg in progress?
bouncing from hkd 180 to 280 .. the next leg in progress?
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轉生成最廢資本家
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$HESAI-W (02525.HK)$ at midnight Beijing time on February 11, MSCI, the international index compiler, announced its quarterly index adjustment results for February 2026. This adjustment will take effect after the market closes on February 27. Regarding the MSCI China Index, a total of 37 stocks were added and 16 stocks were removed. Among the newly added stocks is Hesai
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轉生成最廢資本家
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$Hesai (HSAI.US)$ $HESAI-W (02525.HK)$
Recently, Hesai's (HSAI / 02525.HK) stock price has plummeted for 20% in a row, with trading volume shrinking drastically. Many were scared off by the '20% additional share issuance,' but I believe that the current market cap of $3.72 billion is very likely to be the best buying opportunity in the coming years.
First, don't be deceived by 'additional share issuance': This is the decisive 'nuclear weapon' for winning the game
Many people immediately think of dilution when they hear Private Placement (PP). But take a closer look: Hesai has $1.239 billion in net cash on its books—why would it need to issue more shares?
Because this money is not for 'survival,' but for 'expansion'!
- Goal: Increase production capacity from 2 million units directly to 4 million units.
- Confidence: The new ATX model has already secured orders for 4 million units, with mass production and delivery starting in April.
- Logic: This phased additional share issuance is a classic case of 'exchanging space for time.' While competitors are still struggling for survival, Hesai is using economies of scale to slash per-unit costs to the extreme. In hardcore technology sectors, technological leadership gets you in the game, but cost control allows you to dominate.
Second, severely distorted valuation: You’re acquiring the global leader for just $2.5 billion.
• Market Cap: $3.72 billion.
• Cash: $12...
Recently, Hesai's (HSAI / 02525.HK) stock price has plummeted for 20% in a row, with trading volume shrinking drastically. Many were scared off by the '20% additional share issuance,' but I believe that the current market cap of $3.72 billion is very likely to be the best buying opportunity in the coming years.
First, don't be deceived by 'additional share issuance': This is the decisive 'nuclear weapon' for winning the game
Many people immediately think of dilution when they hear Private Placement (PP). But take a closer look: Hesai has $1.239 billion in net cash on its books—why would it need to issue more shares?
Because this money is not for 'survival,' but for 'expansion'!
- Goal: Increase production capacity from 2 million units directly to 4 million units.
- Confidence: The new ATX model has already secured orders for 4 million units, with mass production and delivery starting in April.
- Logic: This phased additional share issuance is a classic case of 'exchanging space for time.' While competitors are still struggling for survival, Hesai is using economies of scale to slash per-unit costs to the extreme. In hardcore technology sectors, technological leadership gets you in the game, but cost control allows you to dominate.
Second, severely distorted valuation: You’re acquiring the global leader for just $2.5 billion.
• Market Cap: $3.72 billion.
• Cash: $12...
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轉生成最廢資本家
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. The fundamentals are solid; it's just been unfairly battered.
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