Chinese Market Community
Our community narratives are driven by numbers and valuation.
Chinese Investing Ideas
Global Weekly Picks
Sparc AI
40.0% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Copart
37.2% undervalued intrinsic discount
Copart’s Share Price Fell. Its Moat Did Not.
View narrativeWE
Published 15 Jul
ASML Holding
17.2% undervalued intrinsic discount
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
View narrativeIV
Published 2 Aug
Universal Music Group
39.7% undervalued intrinsic discount
Universal Music Group: The Market Is Pricing the Quarter, Not the Catalogue
View narrativeFU
Published 24 Aug
Shenzhen Kaifa Technology
60.6% undervalued intrinsic discount
$深科技 / 000021.SZ — the chokepoint nobody is pricing in.
View narrativeAL
Published 22 Jun
WuXi AppTec
21.6% overvalued intrinsic discount
Why is WuXi AppTec a company of the future?
View narrativeDD
Published 2 May
Contemporary Amperex Technology
32.0% undervalued intrinsic discount
Why CATL is the Company of the Future?
View narrativeDD
Published 2 May
China Tourism Group Duty Free
51.2% undervalued intrinsic discount
China Tourism Group Duty Free: A Re-Rating Story Waiting to Happen
View narrativeUI
Published 5 Nov 2025
Zhejiang Cfmoto PowerLtd
45.5% undervalued intrinsic discount
Zhejiang Cfmoto PowerLtd races ahead with 25% revenue growth and a promising future
View narrativeCA
Published 29 Oct 2025
Hangzhou Oxygen Plant Group
8.8% overvalued intrinsic discount
The company must capitalize on its R&D&I over the next 10 years; it is still too early to infer the outcome.
View narrativeKA
Published 31 May
Contemporary Amperex Technology
55.0% undervalued intrinsic discount
High-quality compounder with structural growth tailwinds
View narrativeKA
Published 12 May
Zhejiang China Commodities City Group
69.8% undervalued intrinsic discount
Platform + Policy = Profits: Unlocking the Yiwu Trade Engine
View narrativeWI
Published 11 Aug 2025
China Coal Xinji EnergyLtd
11.5% undervalued intrinsic discount
Updated
Domestic Energy Security And Low-Carbon Transition Will Secure Long-Term Value
View narrativeAN
Updated 8 Sep
