Two Chinese Stocks where the Sum of the Parts (SOTP) is Greater Than the WholeXunlei Limited – XNET
Pitch Summary: Xunlei Limited is significantly undervalued, with its stake in Arashi Vision alone worth nearly double its market capitalization. The core business is profitable and growing, with a strong cash position and no significant debt. BSD Analysis: Xunlei’s investment in Arashi Vision, valued at $1.3 billion, highlights a substantial mispricing in the market, given […]
