Dec. 13 at 5:02 PM
$UXIN [Again] As I have stated, this Company is a long-term hold with multiplier upside (IMO). UXIN (Large Used Car Retailer, China) has found a profitable business model using omni channel marketing and large-scale IRC (Superstores). They are integrating maintenance, service, title and insurance into their business model to improve revenue, margins. They are expanding geometrically across China using Superstores modeled by the same Company that created CostCo centers. Xi'an, Hefei, Wuhan, and Zhengzhou - now [2026] Tianjin, Yinchuan and Guangzhou. They are partnering with local governments, expanding into major metropolitan/industrial centers with populations at/around 10M each. Continued growth, improving margins, positive EBITDA at each store in appx 9mos, Corporate level 2026 (est) as they continue to scale. CVNA market cap
$100B and UXIN
$0.5B. 30D Inventory turn, Industry leading customer Satisfaction. Liquidity is the primary headwind. ER (12/18)
https://ir.xin.com/News-Releases