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Chinese Investing Ideas
Global Weekly Picks
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
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US$163.75
FV
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
6
users have commented on this narrative
46
users have followed this narrative
New
narrative
ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
New
narrative
Coles Group
RO
Robbo
Community Contributor
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.
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AU$22.00
FV
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
New
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6004
Zhejiang China Commodities City Group
WI
WisetoWealth
Community Contributor
Platform + Policy = Profits: Unlocking the Yiwu Trade Engine
Main Driver of Recent Growth The company has delivered impressive performance—its annual EPS growth over the past three years averaged around 37% , while EBIT margin surged from roughly 9% to 23% , signaling strong operational leverage and expansion in profitability How Catalysts Support the Growth Trend Forecasts point to continued momentum—analysts expect earnings to grow at an estimated ~27% per annum , underscoring sustained traction. Additionally, comparison to peers shows a lower P/E (33.4× vs.
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CN¥39.72
FV
52.0% undervalued
intrinsic discount
25.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
New
narrative
Yihai Kerry Arawana Holdings
VA
Valar_Morghulis
Community Contributor
金龙鱼太过于昂贵,16以下见
2020年10月15日IPO价格25.7元招股上市,首日收盘价56元。 2022年第一期股权激励行权价:36.344元;第二期计划行权价27.20元; 2024年新规定:行权价前5个交易日平均收盘价9折,并且不得低于16.3元。
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CN¥32.69
FV
2.4% undervalued
intrinsic discount
8.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
24 days ago
author updated this narrative
6000
Zhejiang Zheneng Electric Power
VA
Valar_Morghulis
Community Contributor
Zhejiang Zheneng's Future: Expecting Revenue Growth of 12.01% in 5 Years
50%分红使0.29元持续,则6元对应的5%分红率仍然高于4.66%的1.66%(十债)+3%风险资产溢价。年内修复是大概率事件。 Catalysts 核电的投资收益会成为更坚固的底层收益,区别于其他火电。
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CN¥6.00
FV
13.7% undervalued
intrinsic discount
12.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 1 month ago
author updated this narrative
6019
China National Nuclear Power
NI
nicopeter53
Community Contributor
China National Nuclear Power will thrive with 14% profit margin improvement
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
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CN¥11.60
FV
21.9% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 1 month ago
author updated this narrative
Leader Harmonious Drive Systems
SK
SKK
Community Contributor
Leader Harmonious Drive Systems is a key beneficiary of collaborative robots and CNC machine components
The company is a principal beneficiary of automation advancements both internationally and within China, particularly in the areas of collaborative robots and CNC machine components.
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CN¥198.00
FV
25.1% undervalued
intrinsic discount
29.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 months ago
author updated this narrative
WuXi AppTec
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Rising US-China Tensions And Overcapacity Will Curtail Prospects
Key Takeaways Geopolitical tensions and regulatory scrutiny threaten WuXi AppTec's client base, cost structure, and market positioning as global firms localize supply chains. Aggressive expansion and capital commitments increase exposure to demand slowdowns, risking underutilized assets and declining profitability as industry funding stagnates.
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CN¥89.70
FV
9.0% overvalued
intrinsic discount
10.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
China Pacific Insurance (Group)
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Aging, Climate Risks And Digital Lag Will Hurt Margins
Key Takeaways Demographic shifts and climate change are limiting policy growth and increasing claims, undermining both revenue and profitability. Slow digital transformation and outdated distribution models are raising costs and reducing competitiveness, weakening long-term earnings potential.
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CN¥26.00
FV
52.7% overvalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Industrial Bank
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Digital Disruption And Fintech Rivalries Will Erode Legacy Banking Models
Key Takeaways Rapid fintech disruption, demographic challenges, and exposure to risky sectors threaten Industrial Bank's revenue growth, loan quality, and overall earnings stability. Lagging digital transformation and tightening regulations may increase operational and compliance costs, further constraining profitability and long-term competitiveness.
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CN¥18.89
FV
18.2% overvalued
intrinsic discount
12.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
WuXi AppTec
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Global Demographic Shifts And Biotech Funding Will Fuel Outsourced R&D
Key Takeaways Strategic global expansion and late-stage project focus are set to drive resilient, above-trend revenue and margin growth while mitigating regulatory and geopolitical risks. Increased complexity in therapeutics and WuXi AppTec's integrated platform will deepen client reliance, enabling long-term earnings compounding and outsized profitability.
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CN¥138.00
FV
29.1% undervalued
intrinsic discount
17.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
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