Primer: Lexinfintech Holdings (LX US) - Aug 2026
Lexinfintech operates as a technology-driven personal financial service enabler in China, focusing on a young, educated demographic...
96 Views
Musings On US-Listed China Plays
Investors in Chinese companies may be willing to support activities that are contrary to US national interests, including technology used for...
706 Views
QFIN US - Follow-Up: Asset-Quality Pressure Undermines Early Bull Case; Recovery Shifts to 2026e
Newsflash on QFIN: Market chatter today points to further tightening in China’s consumer finance regulations beyond the 24% capping. If confirmed,...
2.3k Views
2025 High Conviction: QFIN US – Event-Driven: Regulatory Overhang Sets Up 100%+ Upside Post-Clarity
QFIN US down 30% on regulatory fears, but strong fundamentals suggest potential for 100%+ upside post-regulatory clarity.
2.8k Views
MoneyHero SPAC Listing: Thoughts on Valuation
Asian personal finance aggregation and comparison platform MoneyHero has filed to go public in the US by merging with Bridgetown Holdings....
631 Views