Total Return: +13.54% Monthly Performance: +11.54% Overview: China’s stock market has been under pressure in recent years due to regulatory crackdowns, global trade tensions, and economic slowdowns. However, contrarian opportunities often emerge where the market sentiment is overly negative. My current portfolio reflects a high-conviction strategy focused on China’s AI, technology, EV, and fintech sectors—areas that I believe have significant long-t...
The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. DBS: Nexteer Automotive Group – Buy Target Price HK$5.10 - Alpha Edge Investing $NEXTEER (01316.HK)$
Nexteer Automotive Group reportedly trades at a high P/E, suggesting promising future growth. Its strong footing implies a stable share price, satisfying investors.
Despite positive earnings outlook, the market has priced in this optimism with shares trading above industry multiples. It might not be the best time to buy. Investors could benefit from the next price drop driven by stock's volatility. Fundamental evaluation might be needed for shareholders considering a sell.
Given the declining ROCE trend and depreciation in shareholder investment, market sentiment towards Nexteer Automotive Group appears negative. Unless there is a shift towards a more positive trajectory in these metrics, investing in Nexteer Automotive Group may not be advisable.
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
NEXTEER Stock Forum
Monthly Performance: +11.54%
Overview:
China’s stock market has been under pressure in recent years due to regulatory crackdowns, global trade tensions, and economic slowdowns. However, contrarian opportunities often emerge where the market sentiment is overly negative. My current portfolio reflects a high-conviction strategy focused on China’s AI, technology, EV, and fintech sectors—areas that I believe have significant long-t...
Why miss a good opportunity?
China’s EV Makers Taking Longer to Pay Bills Amid Rising Stress
~ Nio taking some 295 days to pay suppliers, up from 197 in 2021
~ Smaller suppliers to feel particularly harsh knock-on effects
The time it’s taking for some of China’s electric-car makers to pay suppliers is ballooning — a further sign of stress ...
alphaedgeinvest...
$BYD COMPANY (01211.HK)$ $GEELY AUTO (00175.HK)$ $GWMOTOR (02333.HK)$ $GAC GROUP (02238.HK)$ $LI AUTO-W (02015.HK)$ $Li Auto (LI.US)$ $XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $XPENG-W (09868.HK)$ $WEICHAI POWER (02338.HK)$ $FUYAO GLASS (03606.HK)$ $Huizhou Desay SV Automotive (002920.SZ)$ $NEXTEER (01316.HK)$ $MINTH GROUP (00425.HK)$ $Ningbo Tuopu Group (601689.SH)$ $Ningbo Xusheng Group (603305.SH)$ $Contemporary Amperex Technology (300750.SZ)$ $Eve Energy Co.,Ltd. (300014.SZ)$ $GANFENGLITHIUM (01772.HK)$ $GEM Co.,Ltd. (002340.SZ)$ $Guangzhou Tinci Materials Technology (002709.SZ)$ $ZHONGSHENG HLDG (00881.HK)$ $YADEA (01585.HK)$
DBS: Nexteer Automotive Group – Buy Target Price HK$5.10 - Alpha Edge Investing
$NEXTEER (01316.HK)$
DBS: Regional Auto Sector - Alpha Edge Investing
$BYD Company Limited (002594.SZ)$ $GEELY AUTO (00175.HK)$ $MINTH GROUP (00425.HK)$ $DONGFENG GROUP (00489.HK)$ $ZHONGSHENG HLDG (00881.HK)$ $BYD COMPANY (01211.HK)$ $NEXTEER (01316.HK)$ $BAIC MOTOR (01958.HK)$ $LI AUTO-W (02015.HK)$ $GAC GROUP (02238.HK)$ $GWMOTOR (02333.HK)$ $YONGDA AUTO (03669.HK)$ $Guangzhou Automobile Group (601238.SH)$ $Great Wall Motor (601633.SH)$ $NIO-SW (09866.HK)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $Li Auto (LI.US)$ $XPeng (XPEV.US)$
DBS: China Autos - Alpha Edge Investing
$BYD Company Limited (002594.SZ)$ $GEELY AUTO (00175.HK)$ $MINTH GROUP (00425.HK)$ $DONGFENG GROUP (00489.HK)$ $ZHONGSHENG HLDG (00881.HK)$ $BYD COMPANY (01211.HK)$ $NEXTEER (01316.HK)$ $BAIC MOTOR (01958.HK)$ $LI AUTO-W (02015.HK)$ $GAC GROUP (02238.HK)$ $GWMOTOR (02333.HK)$ $YONGDA AUTO (03669.HK)$ $Guangzhou Automobile Group (601238.SH)$ $Great Wall Motor (601633.SH)$ $NIO-SW (09866.HK)$ $Li Auto (LI.US)$ $XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$
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