KA
kapirey
Member since 2023
Views
18k Total number of views
Fair Values Set
478 Total number of fair values set
Comments
36 Total number of comments
Followers
18 Total number of followers
Financial investor - International financial analyst - Family Office
No link added
Zijin Mining Group
40.5% undervalued intrinsic discount
Zijin Mining is a scaled, globally diversified mining platform
View narrativeKA
Updated 4 Jun
Yangzijiang Shipbuilding (Holdings)
14.7% undervalued intrinsic discount
Yangzijiang Shipbuilding Aims for a 30% Profit Margin Boost
View narrativeKA
Updated 4 Jun
Sinopec Shanghai Petrochemical
270.3% overvalued intrinsic discount
Capital expenditures remain required regardless of profitability
View narrativeKA
Published 31 May
Hangzhou Oxygen Plant Group
8.9% 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
AtkinsRéalis Group
28.9% undervalued intrinsic discount
The commitment to nuclear power plants for electricity generation will fill AtkinsReális portfolio
View narrativeKA
Updated 30 May
Tencent Holdings
18.4% overvalued intrinsic discount
Tencent Holdings will see revenue grow by 14%
View narrativeKA
Updated 29 May
International Business Machines
9.6% undervalued intrinsic discount
IBM has transitioned from a traditional IT services provider into a hybrid cloud and AI platform leader
View narrativeKA
Updated 28 May
Shenzhou International Group Holdings
13.6% undervalued intrinsic discount
well-run industrial compounder capable of generating solid long-term returns if management maintains discipline.
View narrativeKA
Published 27 May
Atour Lifestyle Holdings
46.2% undervalued intrinsic discount
Atour combines an asset-light hotel expansion model with strong brand positioning and a fast-scaling retail ecosystem.
View narrativeKA
Published 26 May