Added to YB: 2026-06-09
Pitch date: 2026-04-10
XNET [bullish]
Xunlei Limited
-16.03%
current return
Author Info
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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
$296.6M
Pitch Price
$5.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.35
P/E
0.35
EV/Sales
0.13
Sector
Software
Category
value
Show full summary:
Xunlei Limited - $XNET
XNET: $370M mkt cap vs $1.24B NAV (3.35x): $305M cash, $466M Shenzhen HQ, $708M (after-tax) stake in Insta360/Arashi (7.8%, unlocks June 2026). Proxy/free call option on Arashi (panoramic camera leader, 30%+ rev CAGR, duopoly w/DJI). 0.27x P/B floor. Risk: Arashi drop, mgmt mediocrity/no capital return. Catalyst: capital allocation.
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