Over the past few days, I took a close look at China A-shares, and it feels like many great companies have had their valuations crushed—it’s been really brutal.


For example, Dophin Beverage: its growth has been fast, but it’s fallen to roughly a 19x PE right now. Even if the Q2 report didn’t meet expectations, it still wouldn’t be so weak that it can’t even reach the beverage industry median.
Also, WuXi AppTec is the same. It’s been suppressed by Trump’s move of labeling it a “military-industrial enterprise,” bringing its valuation down to an 18x PE. You know, for a company like this—with its revenue and growth—if it didn’t have political risk, it should be at least 40x PE, right?
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