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.

Contact: @invoyager

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❗️🇨🇳#economy #china #impulse
China credit impulse continues to grow

💥#QFIN #LX #FINV #CANG
💥🇨🇳#china #debt #liquidity #impulse
Economic Information Daily: the volume of new credits in China is likely to rise in 2023, while interest rates on long-term loans may fall further - details

❗️#QFIN #LX #FINV #watchlist
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early: China credit impulse continues to grow
🇨🇳#china #credit #impulse #macro
China's bank lending gathers pace

#QFIN #LX #FINV #CANG
❗️🇨🇳#stocks #china #macro #history
undervaluation of Chinese stocks = historical record

💥#QFIN #DQ #LX #FINV
🇨🇳#FINV
FinVolution Group: quarterly financial results ($ M)

- Price/Earnings ratio (4Y): 4
- Price-to-book value: 0.7
- Equity Ratio: 1.56
- Dividend Yield: -%
- Buyback Yield: 4%
- Industry: Finance

#watchlist
🇨🇳#china #savings #lending #macro
for the second year in a row, China's household savings growth has significantly outpaced borrowing.

⚠️#QFIN #LX #FINV
🇨🇳#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.
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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)