High Templar Tech: Unlocking the Cash Box

105 Views11 Sep 2026 09:58

Syndicated

SUMMARY

There are a litany of undervalued Chinese cash boxes listed on US and Hong Kong markets.
Most of them will never get unlocked in any meaningful capacity, either steadily burning cash and destroying the value, or paying a 2% dividend and building it up, unwilling to distribute it out.
I’m very skeptical when it comes to these sorts of ideas, but when the setup is right they can be a very attractive R/R proposition, trading at significant discounts to liquid assets with significant upside in the case of a potential rerating.

Try Now

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

SMARTKARMA PREVIEW PASS

By signing up, you agree to our
Terms of Use and Privacy Policy.

Already have an account? Sign In Now

Discussions

(Paid Plans Only)

Price Chart(Sign Up to Access)

Insight Stream