Despite strong earnings outlook and faster growth, the low P/E ratio indicates investor concern about potential risks and future earnings volatility. The company's recent struggle with declining earnings may also be causing shareholder doubt.
Despite the strong EPS growth and insider purchases, the market appears to have cooled on the stock, potentially due to unresolved challenges as last year's performance was worse than the annualized loss of 0.2% over the last half decade.
According to the position report for the fourth quarter of 2022 submitted by Point 72 Hong Kong, a hedge fund owned by Steven Cohen, a famous Wall Street financial giant,$阿里巴巴(BABA.US)$ranked the first in its heavy holdings, with a position of about 706300 shares and a market value of about $62.215 million, accounting for 20.41% of the investment portfolio, an increase of 51% compared with the number of positions held in the previous quarter, and ...
paladinsir :
WSJ can be biased at times.https://tradingeconomics.com/china/loans-to-private-sector See for yourself. If no lockdowns, the loan sum to private sector is average. In fact, if western nations going to charge 4% interest, it may be worth it to loan from China and transfer overseas to fund operations
Jeff Boyd楼主paladinsir:
Believe an RMB loan from a PRC firm/person to a US person would violate capital controls but with the proper approvals there would be a good arguments to do so. Big exchange risks but one could probably hedge it away; would be interesting to see the cost of doing so.
paladinsir :
HK interest rate same as US interest rate because the HKD is pegged to USD, so can borrow from Chinese Banks through Lufax and deposit in HK bank
Jeff Boyd楼主paladinsir:
HK doesn't have much of anything to do with these companies. They are doing business in RMB. The decline in RMB relative to the USD translates directly into lower value for shareholders but the big risks are (1) PRC (excluding HK) has a bunch of loan defaults, (2) PRC changes policies applicable to loan facilitators, (3) businesses/individuals stop borrowing or (4) the banks stop buying the loans. There are other risks too such as a potential US or HK shareholder can now put their money in a bank and get 3-4% where a year ago they got practically nothing so they are less likely to buy shares in anything.
奇富科技股票讨论区
DBS: Qifu Technology Inc – Initiating Coverage Buy Target Price HK$73.80; US$19.10
DBS: Qifu Technology Inc – Initiating Coverage Buy Target Price HK$73.80; US$19.10 - Alpha Edge Investing
$奇富科技-S(03660.HK)$$奇富科技(QFIN.US)$
$奇富科技(QFIN.US)$
这两家业务相似度有多少
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HERE COMES ROUND 2 for COSM STOCK… watch the video and vote
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$新东方(EDU.US)$ 1.32
$唯品会(VIPS.US)$ 1.46
Wall Street Journal Article
https://www.wsj.com/articles/chinas-internet-lenders-feel-pain-of-economic-slowdown-11663925403?mod=lead_feature_below_a_pos1
Doesn't really say anything that anyone following these companies doesn't already know.
China’s internet-lending companies face rising credit costs and a tougher environment for new loans due to the country’s slowing economy.
Shares of U.S.-listed Ltd., Inc....
敢死队去了哪里?
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