2022 First Shot
My first trade is geely 00175.hk .rationale for trade includes favorable valuation (PE, PS,PB) and ROE compared to byd and xpeng. Continue to tap on the EV growth theme and trend. Rotation from pure growth(Negative cashflow) to value growth (positive cash flow) with the expected rate hikes in 2022.
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Goldenboy71447322 : nice