Retail Chinese Community
Our community narratives are driven by numbers and valuation.
Retail Chinese Investing Ideas
China Tourism Group Duty Free: A Re-Rating Story Waiting to Happen
China Tourism Group Duty Free looks out of favor just as travel and shopping habits start to normalize, leaving the business priced as if the good times never return. Its hard-to-replace duty‑free licenses and reach across airports, ports, and Hainan could make any recovery show up faster here than in most retail names.Read more
Platform + Policy = Profits: Unlocking the Yiwu Trade Engine
This company is turning a busy trade hub into a digital platform, adding payments, logistics, and data tools that could make each deal more profitable. The same plan carries real bumps—price swings and an uneven dividend history—so the key is whether these new services keep the growth steady.Read more
WI
CN¥39.72
70.8% undervalued intrinsic discount
Fair Value
Revenue
25% p.a.
Profit Margin
22%
Future PE
25x
Price in 2030
CN¥57.24
