360 DigiTech, An Even Cheaper Chinese Tech Stock Than Alibaba
Solid growth, a 30% profit margin, a 9.5% dividend yield, an iron-clad balance shield, and a P/E of just over 2x, nothing of this seems to matter. Large parts of […]
360 DigiTech: Cheap Shares And Now A 5.6% Dividend Yield To Boot
The company keeps on growing and shifting its business model to platform services where it doesn’t incur credit risk nor need for capital reserves. The company also remains remarkably profitable […]
360 DigiTech Is Priced For Disaster That Is Very Unlikely To Arrive
360 DigiTech is booming as new initiatives like their embedded finance model and SME lending are taking off. The shift to a capital-light model is providing a secular boost to […]
Regulatory Onslaught, Can 360 DigiTech Survive?
Given the slump in the shares and their extreme valuations, a disaster seems to be pricing in. While that can’t be entirely excluded, it seems unlikely to us but this […]
360 DigiTech Is Valued Like A Bank But Should Be Valued Like A Fintech Platform
While revenue growth came in a little soft, the company is still growing pretty fast and FY2021 outlook wasn’t changed. The company has plenty of growth tailwinds and initiatives to […]