2/2/2023
From our blog & mobile app , published November the 10th.
Since then, Chinese stocks have been in a sky rocket mood! QFIN one of our favourites at 25 USD now from 12.59 back then.
Other Chinese stocks in the same mood!
Will it last ? Maybe not the right question for value investors!
p.s. Of course there were alternative (bad) scenarios as well and the final good outcome has not proved our forecasting ability, just some good calculation of risk/reward based on value & some thorough analysis of the specifics!
See our article: https://a-quant.com/2022/11/10/will-chinese-stocks-make-the-comeback/
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