Calvin Blissett on X
@JordanBoekel I have skimmed over $FINV, $LX made good money in $YUMC, looked at $PDD. I think management is even more important given regulatory risk and China and that is partly why I like $YB
NASDAQ
LexinFintech Holdings Ltd.
LX
3 stories
$117M Market cap · 2026-10-09
SG on X
This hypothesis was wrong. We now have earnings from $LX $QFIN $FINV, and they all were terrible noting a late June credit event in the industry. Downtrend has continued, and will end when it ends. https://t.co/X86cYvTk0h
SG on X
@siyul $LX had a bit before but really sized up today. China fintech lender that either adapts to changing regulations and emerges ok, or gets wiped by credit cycle. Bet is the former. Reports Aug 31.
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