CATL (3750HK / 3000750 CH): Long-Term Compounder Proving Market Dominance
CATL maintains market dominance with strong presence in various battery sectors and positioned for the future with many first-to-market...
89 Views
Sea Ltd (SE US): Shopee Trading at Trough Valuations
Sea Ltd's margin pressure is due to investment in logistics and loyalty programs, not price wars. Valuation for Shopee will re-rate as this margin...
604 Views
Tencent Music (TME US): Long-Term Moats and Underappreciated Catalysts at Great Valuation
TME's recent correction due to competition fears and margin pressure overlooks core strengths; Ximalaya acquisition and live concerts offer...
464 Views
2026 High Conviction: JOYY US: ZERO EV, Growth & Yield - Poised For Re-Rating (Deep-Value Smallcap)
Smallcap Deep-Value: JOYY US - $3.3bn in Net cash + 10% shareholder yield through dividends and buybacks supported by mature FCF, while building Ad...
430 Views
VNET Group (VNET US) - Re-Rating On: Clarity on Chips, Geopolitics, and Hyperscaler Capex
Please check the recent upgrade note we published on VNET (link below). The thesis has only become stronger post the 3Q (execution, leverage, no...
476 Views