J Capital Research

Be warned. We are activists. We are biased.
We do our best to find and present facts, based on extensive primary research and using public sources.
​But we will profit if these stocks decline or, when we are long, rise in value.
We do not offer advice on how anyone else should trade a stock. We present our views.

Independent Insight Provider

J Capital Research, a U.S. company, publishes highly diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research. J Capital has particular expertise in the Chinese market, but we look at over-valued companies throughout the world. As an activist short- and long-research shop, when we form a clear view, we publish free, public reports to inform the investing public and never disguise our identity. We believe the internet has afforded an opportunity to small, unaffiliated investors to leapfrog the big banks, with their conflicts of interest, and obtain unbiased information on traded companies. We pride ourselves on our independence and the quality of our work. We hope the work speaks for itself.

Equity Bottom-Up

<ul><li>We believe that Geely Automobile, listed in Hong Kong as 0175, is a private equity fund first and an auto company second.</li><li>Expectations that Geely will become an international blockbuster akin to Toyota or Hyundai are misplaced.</li><li>Geely relied in 2024 for half its profit on mark-to-market value in subsidiaries.</li></ul>

We believe that Geely Automobile, listed in Hong Kong as 0175, is a private equity fund first and an auto company second.Expectations that Geely will become an international blockbuster akin to Toyota or Hyundai are misplaced.Geely relied in 2024 for half its profit on mark-to-market value in subsidiaries.

Geely Automobile Holdings Ltd (0175 HK): Why Geely Is Actually a Bank