Scorpi18 | Market Insights
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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

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βš οΈπŸ‡¨πŸ‡³#ipo #DIDI #delisting #china
DiDi's ipo in Hong Kong is under threat - FT

#QFIN #CANG #FENG #regulation
πŸ‡¨πŸ‡³#inflation #china #rates
China’s inflation pressures moderated in December, giving the central bank scope to cut interest rates, possibly as early as next week - BBG

#monetarypolicy #QFIN #CANG
πŸ‡¨πŸ‡³#ev #cars #china #watchlist
CNBC: China's top-selling electric cars in 2021

#TSLA #BYD #XPEV #GM #LI #CANG
🌏#cars #lending #marketsize #CANG
Penetration of car financing in global markets.
βš οΈπŸ‡¨πŸ‡³πŸ‡­πŸ‡°πŸ‡ΊπŸ‡Έ#delisting #DIDI #china
Didi plans to launch a share offering in Hong Kong as early as 2Q. Its success will provide a template for other Chinese companies looking to make the switch.

#QFIN #CANG #FENG
βš‘οΈπŸ‡¨πŸ‡³#LI #report #CANG
Li Auto
Quarterly total revenues reached RMB10.62 billion (US$1.67 billion)1
Quarterly deliveries reached 35,221 vehicles
Quarterly gross margin reached 22.4%
Full year total revenues reached RMB27.01 billion (US$4.24 billion)
Full year deliveries were 90,491 vehicles
Full year gross margin reached 21.3%
βš οΈπŸ‡¨πŸ‡³#regulation #china
Heavy selling in Chinese tech stocks as investors fretted over the company's growth prospects and risk of further regulatory pressure from Beijing - Nikkei

#QFIN #CANG #FENG #GSMG
πŸ‡¨πŸ‡³#ev #cars #china #CANG
Sales of new energy vehicles (NEVs) in China surged in February, +180.5% Y-o-Y
βš οΈπŸ‡¨πŸ‡³#CANG #report #watchlist
Cango announced financial results for 2021.
πŸ‡¨πŸ‡³#monetarypolicy #china #forecast
China Central Bank could cut the RRR rate soon - China Daily

#QFIN #CANG #watchlist
πŸ’₯πŸ‡¨πŸ‡³#china #ev #cars #support
China unveils plans to spur car demand, may extend EV tax break - RTRS

#NIO #XPEV #LI #CANG
β—οΈπŸ‡¨πŸ‡³#economy #china #impulse
China credit impulse continues to grow

πŸ’₯#QFIN #LX #FINV #CANG
πŸ‡¨πŸ‡³#CANG #report #watchlist
Cango
- Q3 Non-GAAP EPS of -RMB0.96
- Revenue of RMB416.4M (-48.0% Y/Y)
πŸ’₯β—οΈπŸ‡¨πŸ‡³πŸ‡ΊπŸ‡Έ#delisting #stocks #china #us #audit
CHINESE STOCK DELISTING THREAT EASES AS US GETS ACCESS TO AUDIT DATA β€” BBG

#QFIN #FENG #DQ #CANG
πŸ‡¨πŸ‡³#china #credit #impulse #macro
China's bank lending gathers pace

#QFIN #LX #FINV #CANG
πŸ‡¨πŸ‡³#china #lending #economy

πŸ’₯#QFIN #LX #FINV #CANG
πŸ‡¨πŸ‡³πŸ‡ΊπŸ‡Έ#CANG #earnings #watchlist
Cango:
- Revenue of $79.01M (-36.4% Y/Y)
- Q1 Non-GAAP EPADS of $0.10

- Price/Earnings ratio (3Y): 3 (good)
- Current ratio (1Q23): 2.13 (good)
- Working Capital/Debt (1Q23): 6.3 (good)
- Margin of Safety: 5 (good)
πŸ‡¨πŸ‡³#CANG #earningsseason
Cango Inc: quarterly financial results ($ M)

❗️the company's market cap is nearly 3 times lower than the value of its liquid assets minus all obligations (current assets - total liabilities = 2.7 x MCap)

#watchlist
πŸ‡¨πŸ‡³#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.
β€”β€”β€”β€”β€”β€”β€”
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)