$レキシンフィンテック・ホールディングス(LX.US)$The top is decided by the most optimistic people, and the bottom is decided by the most pessimistic or out of position people. The drop has already pierced my lowest expectations. However, the performance of Lexin is in line with my expectations, and I choose to continue to hold it.
$チーフ・テクノロジー(QFIN.US)$$レキシンフィンテック・ホールディングス(LX.US)$ Today I saw a peer ABS issue at about 4% interest rate, there are several times more than the subscription. I think the timing is coming a little sooner than I thought. For Mutual, that means the overall cost of capital will fall faster than expected. That means that by the time the 24th of the year rolls around, the cost of capital has gone down enough to offset it.
レキシンフィンテック・ホールディングスに関するコメント
Lexin 2023Q4&Full Year Earnings Conference Call
Today I saw a peer ABS issue at about 4% interest rate, there are several times more than the subscription. I think the timing is coming a little sooner than I thought. For Mutual, that means the overall cost of capital will fall faster than expected. That means that by the time the 24th of the year rolls around, the cost of capital has gone down enough to offset it.
まだコメントはありません