Added to YB: 2026-07-20
Pitch date: 2026-07-16
0133.HK [bullish]
China Merchants China Direct Investments Limited
Author Info
No bio for this author
Company Info
China Merchants China Direct Investments Ltd. specializes in investments in financial services, culture and media, manufacturing, real estate.
Market Cap
HKD 468.7M
Pitch Price
N/A
Price Target
38.83
Dividend
3.25%
EV/EBITDA
N/A
P/E
2.47
EV/Sales
1.55
Sector
Financial Services
Category
special_situation
Kimi K3: The Next Major Open-Weight Model Release? - $0133.HK
0133.HK: Closed-end fund with Moonshot AI stake as backdoor play on upcoming Kimi K3 open-weight model launch. Moonshot ARR ~$300M (70% API), raising at ~$30B. Fund marked stake to $55M (5.68% of $967M assets) implying $9.1B val; at May round worth ~11.7%, could top 15%. NAV HK$38.83. Risks: K3 hype unproven, dilution, portfolio offsets.
Read full article (5 min)