Fully agree. I think Chinese equities are in consolidation/accumulation phase, and might have another strong leg up if the macro picture remains favorable.
I'm 50% in China right now (Baba, tencent, futu). Just started a position in Geekplus.. have you heard of it? They are currently the #1 AMR (Autonomous Mobile Robot) company in warehouse fulfillment. 80% of warehouses are not yet automated. Market cap $4B. I think there is a lot of hype around humanoids and the timeline is uncertain but these type of systems are producing real growth and profits now.
Fully agree. I think Chinese equities are in consolidation/accumulation phase, and might have another strong leg up if the macro picture remains favorable.
I'm 50% in China right now (Baba, tencent, futu). Just started a position in Geekplus.. have you heard of it? They are currently the #1 AMR (Autonomous Mobile Robot) company in warehouse fulfillment. 80% of warehouses are not yet automated. Market cap $4B. I think there is a lot of hype around humanoids and the timeline is uncertain but these type of systems are producing real growth and profits now.
https://postimg.futunn.com/news-files/20251006/public/17597289855578622179138-17597289855566670806476.pdf
Do you have any thoughts on Miniso?
I agree. However you’ve not provided why other than it’s traded below market and it’s due a reversion.
Where’s the data, macro analysis etc.
This was more of a quick thought piece. I’ve got deeper dives on Alibaba and China broadly in my prior posts if you want the full thesis with data.
KWEB?