Letters by company

X Financial

1 letter discussing XYF. Everything written about it on this site is on its ticker page.

Pendelhaven Asset Management B.V. Investor’s Letter September 2026 ARAR Fund drastically reduced Jackson Financial after QVT’s short report raised concerns about Brooke Re, model-based assets and liquidity mismatches. The fund argues that SK Hynix and discounted SK-group holding-company securities offer exposure to high-bandwidth-memory demand, while AI capital spending can persist through creative financing even if software economics weaken. September 2026 JXN $9.4BSKHY $729B402340 $94B