Calls
1
Wang Manager
China Market Analyst
Win Rate
0.0%
return
-7.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 10
$637.50
-7.9%
CATL is an undervalued battery giant at 14-15x forward PE, held back by legacy EV battery growth concerns. The rapidly expanding ESS business, driven by data center demand, will reach 50% of revenue by 2030, justifying a multiple expansion to at least 20x and possibly 30x. With 103% utilization, CATL is a buy-and-hold opportunity.
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Wang Manager has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: CATL.
