Feb. 3 at 4:20 PM
$QFIN Worth noting that QFIN's
$450 million share repurchase ended on January 1, 2026. Unlike many companies, QFIN actively buys and cancels stock with the share count dropping from 160 million to 130 million shares over the last two years. As of Nov. 18, 2025 they had bought back
$281 million last year. So currently the company is not in supporting the stock and shorts can have their way and the price shows it. Earnings are going to be way lower going forward but given the books and still good earnings, what happens when they announce another
$300+ million repurchase shortly given the MC is now under 2 billion? I am a long way from a full position but getting more interesting daily.
$LU is still my horse but the gap is getting wider.
