CAAS China Automotive Systems Inc

$CAAS Management has historically guided conservatively. H2 is seasonally much stronger than H1. The $850M in 2026 revenue projects previously given now looks more like a floor after H1, while $860–885M is becoming increasingly realistic. H2 could easily produce: • $100M+ gross profit • $35M+ net income • $1.15+ EPS That would put full-year 2026 around: • $2.00-2.20 EPS, or roughly 2x earnings at the current price • $15-16 per share in tangible assets • $60M+ in cash flow, especially with much of the Brazil-related capex front-loaded Those are absurd numbers. This is why the lack of a capital-return announcement is so disappointing. Either this is coming soon or they are letting this get weak for a buyout.

$CAAS I couldn't help myself but had to convert some $TEM to $CAAS today. $TEM is a great company but valuation and growth at $CAAS is unbeatable. Unfortunatly you have to decide today for future profits and with limited money, sometimes you have to sacrifise good horses for better ones, especially after nice return, it is hard but reasonable.

$CAAS John thank you for updated chart which is worth more than 1000 words and it is obviously that spike to just under $10 is most logical path right which is nearly 100% upside from now but this is only 1 step. In the folowing step this will rocket to $20 which is nearly 300% from now. I will be buying some more today between $5.3 to $5.4 beside $BZUN between $2.75 and $2.8 and $BIDU between $90 and $91. Good day to load up or add today.

$CAAS AP04 EPS platform passed ASPICE 4.0 CL2 in a joint OEM/UL assessment ahead of planned European production by year-end.

$CAAS I won't bother you for a while. Just to tell you that I just added my last tranche of $CAAS in exchange for my last $TEM stocks. Where the bull went there should go also the rope. A month ago, I could buy less than 10 stocks of $CAAS for 1 stock of $TEM, today I got 16 $CAAS for 1 $TEM stock. We'll see who wil be right and who will be wrong. Do your own DD and act accordingly. All best!

$CAAS earned UL ISO 26262 ASIL-D certification for its AP04 EPS platform, boosting readiness for European mass production.

$CAAS hard to believe we are back in this price range. Just need next leg up to be 6+. I still think this climbs over 10 within 12-18 months.

$CAAS This stock has baffled me. I thought for sure it would at least trade to 4x earning or something. And it seemed a no-brainer. But so far is reason for underperforming this year.

According to FinViz, the Chinese/HK stocks that trades at Price/Sales below 1 and Price/Book below 1 are 110. If a P/E below 5 is also added, the number drops to 26. $CAAS $CYD $WDH $XYF