NepNep
commented on
$Chagee Holdings (CHA.US)$
Collective short squeeze
Everyone, hold firm and do not sell,
As of November 28, 30% of the positions were short.
Now, if they do not cover their shorts, dividends will be issued to the lending party at $0.92 per share.
Therefore, the short sellers need to cover millions of shares.
Shortage of supply
It will definitely rise in the next few days; do not sell to them under any circumstances.
Make them return the ill-gotten gains.
A critical week ahead.
There is still at least a 20% upside.
Collective short squeeze
Everyone, hold firm and do not sell,
As of November 28, 30% of the positions were short.
Now, if they do not cover their shorts, dividends will be issued to the lending party at $0.92 per share.
Therefore, the short sellers need to cover millions of shares.
Shortage of supply
It will definitely rise in the next few days; do not sell to them under any circumstances.
Make them return the ill-gotten gains.
A critical week ahead.
There is still at least a 20% upside.
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$Chagee Holdings (CHA.US)$ what i think about this earnings.
1. revenue and eps drop, quite bad but atrributed to them not joining the food war in china, can take a look at baba jd and meituan earnings, quite shocking. ccp has stepped in to stop the food war in late august.
2. share base compensation. i dont like this, especially when u dont has buyback and weak eps, u dilute more. the company has huge cash and low market price, yet no share buyback is surprising. hinting to the market, low confi...
1. revenue and eps drop, quite bad but atrributed to them not joining the food war in china, can take a look at baba jd and meituan earnings, quite shocking. ccp has stepped in to stop the food war in late august.
2. share base compensation. i dont like this, especially when u dont has buyback and weak eps, u dilute more. the company has huge cash and low market price, yet no share buyback is surprising. hinting to the market, low confi...
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NepNep
commented on
Chagee EPS further diluted in Q3, and the owner still can't seems to find a good solution to improve Chagee EPS
Dividends at 0.92 cents might look good on paper but for non american citizens, the tax rate for dividends in the USA stock market will be at 30%, and the stock price will drop around 0.92 cents o...
Dividends at 0.92 cents might look good on paper but for non american citizens, the tax rate for dividends in the USA stock market will be at 30%, and the stock price will drop around 0.92 cents o...
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$Chagee Holdings (CHA.US)$ they have more than 1b usd in pure cash, very good fcf and little LTL. if the balance sheet is real, the company should announce share buy back at current price.
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NepNep
commented on
$Chagee Holdings (CHA.US)$ With a current market capitalization of 180, cash and equivalents on the books amounting to 80 are considered as 100. This represents a price-to-earnings (P/E) ratio of 5 for a conservatively estimated annual profit of over 2 billion yuan—lower than my company’s P/E, though mine isn’t listed yet. I'm not allowed to sell mine to buy Chagee, haha.
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$Chagee Holdings (CHA.US)$ i think investors are scared that its another luckin, fake accounting. so far no short reports about it yet.
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$Chagee Holdings (CHA.US)$ Wow, a new low. Isn't a quarterly FCF of 600 million CNY good?
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NepNep
commented on
$Chagee Holdings (CHA.US)$ Many investors thought upon expiry of lock-up period price will plunge. Now we are seeing the opposite as I believe the company will push stock price up so that employees and associates can benefit from this ESOS exercise.
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$Chagee Holdings (CHA.US)$ not sure what people are expecting. early investors already sold from 28 to 16, with shorting and repaying shares after lockup. ceo/cfo wont sell, its like asking you to sell your house at 40% discount. its still a cash cow with ~600m cny fcf quarterly. now those retail investors that short will get stuck.
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NepNep : those people saying price will surely drop more the 92c. please give me more chance to buy this at 13. liking the 2b+ cny free cash flow.