陆先的笔记

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Binhua Group. Today, let's look at a logistics company from Singapore — Yongkang Holdings. The company mainly operates empty container yards, providing storage, loading/unloading, maintenance, and transportation services for shipping companies and container leasing companies. The business isn't hot, but it has been profitable continuously. The focus is on its industry position, revenue decline, and the share issuance structure without cornerstone investors...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Sanhuan Group, and today we continue to look at an A-share electronic manufacturing company that went public in Hong Kong—Dingtai High-Tech. The company mainly produces PCB drill bits, milling cutters, grinding materials, and intelligent CNC equipment, and is the world's largest supplier of PCB drill bits. Key points to watch are the significant profit growth in 2025, the nearly 40% A/H discount, and the valuation exceeding 160 billion HKD...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Ruiwei Technology, and today let's look at an A-share electronic measurement instrument company listing in Hong Kong—Puyuan Jingdian. The company mainly produces oscilloscopes, RF instruments, and test solutions. The focus is on the nearly 46% A/H discount, cornerstone investor lock-up, and the issue of continuously declining profits...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Shandong Baogai, and today let's look at a fruit snack company—Qiyunshan Food. The company mainly sells Southern Sour Jujube Cake and Southern Sour Jujube Granules, ranking first in its niche market and having been profitable consecutively. The focus is on its market cap of less than 1 billion HKD, the lack of cornerstone investors in its issuance structure, and the issue of declining revenue and profit in 2025...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Momenta, and today let's look at another new robotics concept stock—Luo Shi Robot. The company covers industrial robots, flexible collaborative robots, and embodied intelligent robots. Revenue growth in 2025 is significant, but it is still not profitable yet. Focus on the embodied intelligence business, the nearly HKD 10 billion valuation, and the issuance structure...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Jiangxi Bio, and today let's look at a leading consumer electronics company that is going for a Hong Kong listing from the A-share market—Luxshare Precision. The company has been listed on the A-share market for many years, with consumer electronics as its core business, while expanding into the automotive electronics and data center sectors. This issuance is of a large scale, with a focus on the A/H discount, cornerstone lock-up, and post-listing capital absorption...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared Qiyunshan Food, and today let's look at an 18C AI company—Ruwei Technology. The company mainly provides visual intelligence products to enterprise clients, applied in scenarios such as airports, commercial spaces, and safe driving. The focus is on its industry status, continuous losses, and a valuation of 6.6 billion HKD...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Yikong Zhijia, and today we're looking at a 18C semiconductor company—Basic Semiconductor. The company mainly produces silicon carbide power modules, discrete devices, and power semiconductor gate drivers. Its products are used in new energy vehicles, photovoltaics, energy storage, and industrial equipment. The focus is on the industry's potential, continuous gross losses, and a valuation close to ten billion Hong Kong dollars...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared Luxshare Precision, and today we're looking at an autonomous driving software company—Momenta. The company mainly provides intelligent driving solutions to automakers, with city NOA already in mass production, while also advancing its Robotaxi business. The focus is on revenue growth, narrowing losses, and a valuation close to HKD 70 billion...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Nexchip, and today let's look at a new GEM stock with a very small market cap—Shandong Baogai. The company mainly produces cable trench covers, drainage ditch covers, and manhole covers. The business isn't hot, but it has been profitable consecutively. The focus is on its market cap of less than HK$500 million, the extremely small amount of public float, and the issuance structure with no cornerstone investors and no greenshoe option...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Sturgeon Technology, and today let's look at the traditional Chinese medicine healthcare platform under Tongrentang—Beijing Tongrentang Medical and Elderly Care Investment. The company is not selling Chinese patent medicines, but operates traditional Chinese medicine hospitals, outpatient departments, clinics, and internet hospitals. The brand recognition is very high, but revenue has basically not grown for many years, and the valuation is not cheap either...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about True Health, and today let's look at a new humanoid robot concept stock - Laifu Harmonic. The company mainly produces harmonic reducers, which are the core transmission components in robot joints, and is listed under the 18C rules. The industry is hot, but the company is still not profitable, and the valuation is not low either...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Anker Innovations, and today we're looking at a biopharmaceutical company with relatively niche operations—Jiangxi Biological. The company primarily produces human tetanus antitoxin. It's not an 18A pharmaceutical company still burning cash on R&D, but rather a traditional biopharmaceutical enterprise that is already profitable and has positive cash flow...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about Laifu Harmonic, and today let's look at a consumer company with a very rare business—Sturgeon Technology. The company sells caviar, and its brand is "Kaluga". It has maintained the number one global sales for 11 consecutive years. The focus is on its industry position, valuation, and biological asset accounting...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The previous post shared about [HK IPO] Xinqi Microequipment, the world's number one in PCB lithography equipment, is it worth subscribing to? Today, let's look at a new insurance tech stock—White Dove Online. The company is not an insurance company, but embeds insurance into life scenarios such as travel, logistics, education, and healthcare, earning commissions and service fees from it. Let's break it down simply...

Hello, I'm Lu Xian. I research the investment field and share overseas information. The last post shared about [HK IPO] Macao Ot, a kidney disease innovative drug entering Phase III, is it worth subscribing to? Today, let's look at a new gold concept stock—Merdeka Gold. The company is already listed in Indonesia and is now coming to Hong Kong for a secondary listing. It owns Indonesia's largest primary gold mine and has just started production. Let's break it down simply and also talk about my trading ideas...