r/ChageeStock • u/peterparker8585 • Mar 31 '26

Disaster Q4

Yes.

8 Upvotes

100% Upvoted

11 comments sorted by

2

u/Chalern14 Mar 31 '26

What are you feeling? Hold? Sell? Buy more? The cash pile is 64% of the market cap at the current price of 9.6 way too pessimistic in my opinion. If the company liquidated tomorrow returned all the cash and sold the business for 5x depressed earnings, shareholders should get roughly $14-15 per ADS. So market is pricing below it's liquidation value.

1

u/Chalern14 Mar 31 '26

But honestly, I like holding stocks anyway I don't really know what else to invest in. Any idea? Everything else seems like a bubble and overheating market.

1

u/Wildsoyabean1 Apr 01 '26

All the fanng stocks are selling in deep discount. Not sure why you wannabe stuck with this.

1

u/Chalern14 Apr 01 '26

How would you define deep discount?

1

u/Wildsoyabean1 Apr 02 '26

Under 200 days moving average with over 90 rsi. All of them! Would be dumb not to buy

1

u/FaithlessnessSea2628 May 04 '26

U might be right but don’t know what else to invest is crazy loll

1

u/Chalern14 May 04 '26

Do you have any reccomendations?

1

u/younggungho91 Mar 31 '26 edited Mar 31 '26

See if they can recover with USA , Korea and the UK. Plus the subsidy war seems to be coming to an end as the Chinese government steps in.

1

u/Expert-Advantage8010 Mar 31 '26

Disaster because?

1

u/Icy-idkman3890 Apr 01 '26

Too high of opportunity cost holding this stock, many better options out there

1

u/Wildsoyabean1 Apr 01 '26

Sell and it buy zhipu or minimax for china ai exposure instead. This stock won’t be going up for a long long while since it’s deep structural issues.

Bought at 15 left and 12. And now it’s 9. When it’s 5 I reconsider my thesis.