Bitauto Holidng (NYSE: BITA) is an interesting Chinese car platform and car loan business that is growing at 50%. I discuss the stock, how it can fit a Chinese growth portfolio and why it will probably be a good investment. However, there is a catch.
It is also funny how the mother company is cheaper than the daughter company which indicates how markets are irrational. BItauto’s subsidiary YiXin is more expensive and trades on the Hong Kong stock exchange, thus there is potential room for investing arbitrage.
source
shop for #Car and #Auto #Loans and #Financing #Bank #lending for #Vehicles
Ford and Alibaba working together, interesting play with high margin of safety. Any thoughts ?
Hi Sven! What you do is absolutely incredible, I'm a beginner in stocks and I'm learning how to analyse them thanks to you. I'd like to know, what do you think of SNH Steinhoff International Holdings? Is it time to buy now that it's down by 70% or is it too risky (debt, legal issues)?
Thanks for another insightful video Sven! Do you have any thoughts on pharmaceutical companies AGN and ALXN? Looks like they could be good values at these prices. Also BEAT looks like an interesting small cap growth opportunity in the health sector with a recent partnership with Apple.
Off topic: Under which market conditions is investing in a bank or financial stock profitable? Can it be profitable even if interest rates are increasing?
Hello Sven
Could you make a video about lithium stock and what you think about them? As I know, lithium stock have a lot of potential, however, the last 2 week, big firms like Albemale, FMC and Sociedad have dropped very much…?
Thank's Sven Great job. I am learning tons of stuff from your channel. Much appreciated Greetings from Canada
Thanks Sven for another excellent analysis! I was following BITA back in 2014 but dropped it from my radar. I think it might be time to start watching it again. I love the Chinese market despite all the risk. Thanks again for all you do!
Sven have you watch yintech investments holdings lately? They look pretty cheap to me now. I think you talked about them before
What website do you use for your financials data?
Bought Jupai again at 16,12 $ as the costumer base is huge and can still grow 6 times too reach western standards. Plus Jupai is working on new products. Financial situation seems stable in China (interest rates are always 2% higher than inflation + governemt seems really serious about solving problems in China and encourage better living conditions in every field, they just have to build it step by step). The risks: 1. it's a small company (now they have around 2.000 workers, not soooo small anymore) in comparision to other wealth management companies in the west (small fish), 2. they can still sell out the company, 3. China might stand still at a certain level of development (watched a video about the menatlity of people in China – it's a bit different, a little reckless, apart/ depressed, not very open… hm don't know what to think about that yet). I don't know if the stock will go down more so I can invest the other 50% – it might still be a falling knife, no bottom at the moment (the bottom concept probably doesn't work on small capitalized companies)
Sven look at mck on NYSE ….best business going… Perfect financials what do you think
You love taking a risk haha. I'd love to see your full portfolio!… Oh I commented before I watched it all.
1:25 Am here but can’t go to sleep knowing someone will gain this knowledge before me! Thanks for the upload
Hi Sven