Scorpi18 | Market Insights
6.28K subscribers
5.4K photos
59 videos
24 files
3.58K links
Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

Buy ads: https://telega.io/c/scorpi18
Download Telegram
🇳🇱#PRX #earningsseason
Prosus: quarterly financial results ($ B)

- Price/Earnings (4Y): 15
- Price/FreeCashFlow (4Y): 36

❗️Prosus trades at a meaningful discount to the value of its stakes in Tencent and other holdings, including Ula, Oda, Delivery Hero, and PaySense.

#watchlist
💥🇨🇳#TCEHY #PRX #NPSN
Tencent's stock is at historically low levels based on the EV/EBITDA multiple

#watchlist
🇨🇳#TCEHY #PRX #NPSN
Tencent: quarterly financial results ($ B)

#watchlist #earningsseason
🇨🇳#china #stocks #history
price-to-book ratio of the Hong Kong Hang Seng Index has reached extremely low levels = historically, after such instances, the Hong Kong market has experienced a subsequent rise of 40-80% over the next 2 years.
———————
here's what's on my list of Chinese equities to watch (not an investment advice):

- FinVolution (#FINV)
- Hello Group (#MOMO)
- Naspers (#NPSN)
- Prosus (#PRX)
- Phoenix New Media (#FENG)
- Cango (#CANG)
- LexinFintech (#LX)
- Qifu Technology (#QFIN)
- Tencent (#TCEHY)
- WH Group (#288HK)
🌏#stock #gaming #world
stocks of gaming companies are at historically low levels based on the EV/EBITDA multiple.

Houlihan Lokey: we see a unique opportunity with microcaps, which many believe have been oversold — research

💥#PRX #NPSN