688825.SS ChangXin Memory Technologies, Inc. Loading... : Bullish and Bearish Analyst Opinions
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13:58
Jul 27
Jul 27
Author presents CXMT's IPO valuation as excessive, comparing P/E (18.5), P/B (9.2), and P/S (5.4) to SK Hynix, noting CXMT earns far less profit yet trades at a similar market cap.
MED
09:30
Jul 27
Jul 27
CXMT valuation appears highly overvalued
CXMT (Changxin Memory) is likely overvalued. It trades at a P/E of over 20x while global peers like Micron, Samsung, and SK Hynix are in single digits. Nomura's market cap target of 1,700 trillion won is unrealistic, implying the stock is overpriced.
MED
14:00
Jul 25
Jul 25
CXMT IPO extremely cheap, huge upside.
CXMT is extremely mispriced relative to Micron, trading at a much lower valuation despite similar DRAM bit shipments; commodity DRAM demand remains high; the Chinese government will back semiconductor companies unlike EVs; the IPO presents a massive opportunity to buy a deeply cheap asset.
MED
16:21
Jul 24
Jul 24
CXMT IPO is massively undervalued, buy aggressively.
CXMT, a Chinese DRAM maker, is going public at an extremely cheap valuation compared to Micron despite similar demand tailwinds from the AI buildout. The Chinese government is forced to back semiconductor champions, and CXMT will benefit from high commodity DRAM prices. The IPO is deeply mispriced and warrants a full portfolio allocation.
HIGH
About 688825.SS Analyst Coverage
Buzzberg tracks 688825.SS (ChangXin Memory Technologies, Inc.) across 3 sources. 2 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (50%). 4 total trade ideas tracked. Past 7 days: 2 bullish, 2 watch. Latest voices: julientechinvst, Hwang Yoo-hyun, Bubble Boy.