CXMT (ChangXin Memory Technologies) Loading... : Investor Sentiment and Bull/Bear Views
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21:39
Jul 29
Jul 29
Chinese memory monopoly; massive AI upside.
CXMT (ChangXin Memory Technologies) is a rare Chinese memory leader that just IPO'd. It benefits from explosive AI-driven demand for memory, with only two global players able to make advanced products. The company's first-gen product ASP concerns are overblown; management states ASP is maintained and order backlog is expanding. A recent analyst report applies a 32x P/E on next year's earnings, implying ~70% upside from yesterday's close. Even after a strong run, the stock trades at a PEG below 1x on 50% EPS CAGR. The market fears about capex and demand peak-out are dismissed by management, and the firm is also considering a share buyback. The inclusion into MSCI indices will force passive flows, adding a technical catalyst.
HIGH
19:40
Jul 27
Jul 27
CXMT dominates DRAM, huge upside potential
CXMT's massive IPO at 500B valuation and expansion plans threaten to swamp the global DRAM market, making it a high-upside bet; he would pawn everything to get size if possible.
HIGH
About CXMT (ChangXin Memory Technologies) Investor Commentary
Across the available history and selected sources, Buzzberg tracks CXMT (ChangXin Memory Technologies) across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Wang Bujang, Thread Guy.