Jeanny Yu

Bloomberg Equities Reporter
@JeannyYu · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
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30d 0
90d 0
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Worst Calls
CMOC long -14.3%
Most Mentioned
CMOC ×1
IFLYTEK ×1
Recent Calls
CMOC long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -14.3% Long Return -14.3% Short Return -
Average Return
7d +3.1%
30d -19.6%
90d —
Result
Result
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Thesis
Theme
Source
CMOC CMOC Gro... CMOC Group Limited
Long
Feb 16
$23.12
-14.3%
Despite a broader tech sell-off in China due to Pentagon lists, specific companies like CMOC (mining) and iFlytek (software) are forecasting strong earnings growth (14% to 70%). In a depressed market (China), capital concentrates into the few names showing actual earnings acceleration. These stocks are decoupling from the macro "China gloom" narrative via superior fundamentals. LONG (Selective). Geopolitical sanctions or broader Chinese market liquidity drains could drag down even high-quality names.
Despite a broader tech sell-off in China due to Pentagon lists, specific companies like CMOC (mining) and iFlytek (software) are forecasting strong earnings growth (14% to 70%). In a depressed market (China), capital concentrates into the few names showing actual earnings acceleration. These stocks are decoupling from the macro "China gloom" narrative via superior fundamentals. LONG (Selective). Geopolitical sanctions or broader Chinese market liquidity drains could drag down even high-quality names.
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