Jul. 15 at 6:22 AM
$BABA
Our largest investment in China,
$BABA, looks like it has just started the next leg of its re-rating, which will take the share price to around
$180 (66% above current share price).
We've also just doubled our holdings in two other significantly undervalued Chinese companies:
$JD and
$BZUN (price targets:
$60 and
$10 to give potential upside of 95% for
$JD and 285% for
$BZUN).
Our five largest direct Chinese investments are now:
$BABA,
$JD,
$BZUN,
$BIDU, and
$IQ
Good luck to all investors in these companies!
.
