Added to YB: 2025-11-07
Pitch date: 2025-11-04
XNET [bullish]
Xunlei Limited
-18.38%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Xunlei Limited, together with its subsidiaries, operates an internet platform for digital media content in the People's Republic of China.
Market Cap
$544.9M
Pitch Price
$8.19
Price Target
24.20 (+257%)
Dividend
N/A
EV/EBITDA
3.25
P/E
0.76
EV/Sales
0.95
Sector
Software
Category
value
Two Chinese Stocks where the Sum of the Parts (SOTP) is Greater Than the Whole - Xunlei Limited
XNET: Owns 8.73% Arashi Vision stake worth ~$1.3B vs $557M market cap - math suggests 3x upside on subsidiary alone. Core biz profitable w/ Q2 $104M rev, Q3 guidance $116-124M (+15.4% QoQ). $205M net cash. Risks: Arashi lockup expiry, ADR delisting threat.
Read full article (2 min)