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,$アリババ・グループ・ホールディング(BABA.US)$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スレ主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スレ主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.
New energy and new trends, in recent years, countries have advocated low-carbon plans to try not to damage the environment. Environmental work has been going on and it is very challenging. Singapore has almost reached its planned prelude, a very symbolic start. Plus it's fair to say that Singapore excels at this at the moment. So I think this is a project worth investing in, and I am very happy to join the subscription. Below is the information and background I f...
チーフ・テクノロジーに関するコメント
Stuck below 20
very good company but share price stuck below 20. need even good news to propel it higher to above 25-30 range.
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
$QFIN-S(03660.HK)$$チーフ・テクノロジー(QFIN.US)$
Wall Street tycoons add shares in China
Greenwoods Q4 US stock position: Pinduoduo has become the largest new position, clearing the positions of Apple and Google
$JD.COM(京東商城)(JD.US)$, $チーフ・テクノロジー(QFIN.US)$, $カンジュン(BZ.US)$, "Southeast Asia Meituan" $グラブ・ホールディングス(GRAB.US)$ , American take-out platform $ドアダッシュ(DASH.US)$ , $ニューオリエンタルエデュケーションアンドテクノロジー(EDU.US)$ , ...
HERE COMES ROUND 2 for COSM STOCK… watch the video and vote
Chinese ADRs above $1bn Mcap with lowest P/B ratios (below 1.5X):
$GDSホールディングス(GDS.US)$ 0.92
$ホリシス・オートメーション・テクノロジーズ(HOLI.US)$ 0.95
$チーフ・テクノロジー(QFIN.US)$ 0.96
$ダコ・ニューエナジー(DQ.US)$ 1.00
$TALエデュケーション(TAL.US)$ 1.00
$オートホーム(ATHM.US)$ 1.11
$ジンコソーラー・ホールディング(JKS.US)$ 1.16
$ウェイボー(WB.US)$ 1.17
$バイドゥ(BIDU.US)$ 1.22
$トリップ・ドット・コム・グループ(TCOM.US)$ 1.25
$RLXテクノロジー(RLX.US)$ 1.31
$ニューオリエンタルエデュケーションアンドテクノロジー(EDU.US)$ 1.32
$ビップショップ・ホールディングス(VIPS.US)$ 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....
Let's low-carbon together ✌️
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