𝛼SK or Searchbullish
The China Pessimism Continues - And Their Largest E-Retailer Is Trading Almost at Net-Cash...
SUMMARY
- Almost everyone is burnt by China over the last 5 years.
- HangSeng Index is down 10% from 2020 to 2026. The effects of the government crackdown on tech, slowing growth and real-estate meltdown continues to sour investor sentiment to this day.
- Today you can buy their biggest e-retailer for a $1 which has 56 cents net cash in their bank. You would be paying 44 cents for 21 cents of earnings this year.
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- The China Pessimism Continues - And Their Largest E-Retailer Is Trading Almost at Net-Cash...26 Mar 2026
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