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thinkror
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thinkror
@thinkror
https://t.co/DxN3MZg4Yx - life/philosophy https://t.co/pxqnYiDEiG - investing https://t.co/jD2CwIYpt3 - backup
Katılım Eylül 2021
130 Takip Edilen191 Takipçiler
@nevergr33dy IDK about unusually innovative. Most of their tech projects seems to have failed to gain traction such as e-clad and seem to be relying on the original innovations. Near term concerns about tunsten input costs.
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Elevator Pitch - $LBL.AX LaserBond
Napkin math
EV: A$65m
LTM EV/EBITDA: 6.5x
Est. H2 FY26 growth: 8.5%
LaserBond extends the life of high-wear machinery parts through surface engineering — reducing downtime, costs and waste.
youtu.be/m29JnrJcofg?si…
YouTube
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@valuedrift @testinprodcap Undercapacity in novel/5a attractions. Overcapacity in fake old towns that everyone visited a million times. Feel it's the same story with China market in general. Oversupply of the mundane and undersupply of the novel. Then everyone copies the novel and it becomes new mundane
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was recently in china. felt a general under-capacity in domestic tourism destinations. most classic places are unvisitable. even tier 2-3 locations are insanely crowded.
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CNGR $2579.HK might benefit if Solid State starts commercialising due to each battery containing higher nickel content. 20x 2025 earnings. 1Q 2026 earnings is 80-100% higher than 1Q 2025. No idea if it's sustainable but margins are already low.
tphuang@tphuang
Recently, a lot of updates on Solid State Battery out of China -> supply chain is commercializing. For solid Lithium Sulfide electrolyte, 光华科技 has achieved 6N purity already & 天赐材料 has reached 5N+ purity. Equipment makers & mineral suppliers have also achieved new tech level. innovation is required at every step. When you see CATL or BYD produce solid state battery & install them in EVs next yr, don't forget all the suppliers that have also raised their game.
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Looking at the numbers of $951.HK Chaowei Power and it's quite funny.
Market cap is 1.5B which is what they spend a year on R&D pretty much.
Since 2021, Revenue has almost doubles but net profit has almost halved resulting in a net margin of 0.5%.
At 4x P/E and 0.2 P/B, 4% div
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@valuedrift But Taiwan's tea shops haven't changed much between the 2 times I've been there. Like the shanghai shops in 2018
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@valuedrift Hard to make like a like for like comparison since I was in different cities in a different season but I had no milk tea this time compared to 2 years ago. The shops weren't really featuring it, much more fruit/matcha based now. Maybe mixue made everyone sick of it
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@statarbed Highly doubt it imo. Can't think of a time and soe has been privatised on HK and crcc has hardly been at the forefront at increasing shareholder returns. Cousins at crrc have been doing a much better job. Hope would be having a kpi like ROE at SOEs where they reduce the e part.
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With all the * Deep Value account spopping up, waiting for one called HK/China Deep Value pitching something like $1786.HK CRCC High Tech where Net Cash is 1.4x Market Cap, 0.15x Book, 7x Earnings and where revenue is likely now mostly recurring in a monopoly maintaining rail
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