Wang Bak-sa

Guest
· tracked since Aug 2026
Calls
1
Win Rate
100.0%
return
+4.0%
Calls 1 1 Posts tracked · 0.5/day
Calls
7d 1
30d 1
90d 1
Best Calls
EL Long +4.0%
Worst Calls
No live losers yet
Most Mentioned
EL ×1
Recent Calls
EL Long 2 days ago
Win Rate 100% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return +4.0% Long Return +4.0% Short Return -
Average Return
7d —
30d —
90d —
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Thesis
Theme
Source
EL The Esté... The Estée Lauder Companies
Long
Aug 20
$98.01
+4.0%
Chinese inventory destocking ends, driving multiple expansion.
Estée Lauder's recent solid earnings indicate that the prolonged inventory destocking phase in the Chinese market is finally ending. The company is no longer relying on deep discounts and is returning to normal pricing, which will drive margin recovery and potential multiple expansion from 30x to 35-40x.
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Wang Bak-sa has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: EL.