Сигналы
3
Wang Jung-bu-jang
Department Head, China Markets
Винрейт
100.0%
доходность
+9.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
07 июл
$12.56
+0.2%
Huafeng Chemical is the top spandex producer in China with ~20% global market share. After COVID, many competitors went bankrupt, reducing supply, and now demand recovery and price hikes are boosting spreads. Q2 earnings grew over 111% YoY, and the stock trades at a low valuation with potential 45% upside from current price.
Металлы/добыча
Лонг
06 июл
$427.60
+3.4%
Chinese platform giant Tencent is trading at a forward P/E of just 11x, with excessive negative sentiment around capex spending, and Xiaomi has fallen to 14x forward P/E, near its historical trough of 10x. Both have been severely sold off but are fundamentally cheap and present a strong bounce-back opportunity.
Интернет-платформы
Лонг
06 июл
$23.02
+23.6%
Chinese platform giant Tencent is trading at a forward P/E of just 11x, with excessive negative sentiment around capex spending, and Xiaomi has fallen to 14x forward P/E, near its historical trough of 10x. Both have been severely sold off but are fundamentally cheap and present a strong bounce-back opportunity.
Авто/EV
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Wang Jung-bu-jang на Buzzberg отслеживается 3 торговых идей по 3 тикерам с июля 2026. Чаще всего покрывает: 1810.HK, 0700.HK, GUOZAI MATERIAL.
