CAAS

$CAAS chatter on StockTwits

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  Roberto@opgntozeroBullish2h

  $CAAS $18 target https://x.com/aktienboersen/status/2088178278037176659

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  JohnTill@JohnTill11h

  $CAAS The market is waiting for management to commit to a dividend or buyback rather than saying, “we’re thinking about it.” When that happens, the stock gaps up very hard. The only question is timing so I wait and add on weakness once again. What I’d also point out is that management has historically been very conservative with guidance, and H2 is seasonally the stronger half by a wide margin. $850 million in revenue should now be viewed as the floor, with $860–885 million for the year looking increasingly realistic. They have a good view already since we have half done. This implies H2 gross profit of $100+ million, net income of $35+ million, and EPS of $1.15+. For full-year 2026, that gets you to EPS of $2.15+ (~2x P/E), over $16/share in tangible assets, and $60+ million in cash flow given that much of the capex was front-loaded as a result of Brazil. Those are wild numbers and disappointed that management did not pull the trigger today.

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  Damiane Beitz@Damiane14h

  @JohnTill good point, perfect break out with record volume of over 230k today. And, yes I remember how long it took $CYD to broke out and when it did, we know the continuation, 8-fold sqeeeeeze up and stock price finnaly caught normal p/e and other parameters. With $CAAS we have nearly 100% similar setup from any aspect of analysis. All best and do your own DD to find how big move is coming. GLTA and thanks for all informative posts from all of you and especially from John, which has a long history of market observation and investing in under radar stocks.

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  JohnTill@JohnTill17h

  $CAAS Sometimes a picture really is worth a thousand words. The measured move on a break of this wedge is ridiculous, and today we even saw the first true small peak above the trendline. Based on the fundamentals, this should easily be a double-digit stock. CYD traded sideways at a 2–3× P/E for years before eventually making an 800% move recently. The question isn’t really whether the value is there, it’s how long we have to wait for the market to recognize it. Management needs to act on shareholder returns and that is what got CYD rocking.

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  Daron B@Drock4418h

  $CAAS Book Value per share now sits at $14.71. I previously stated we will see $15+ by year end. Considering we will see $450 M in revenue the last 6 months of the year, I'd say we will be in the $16.50 range now by year end. At some point this will get treated like it's peers and trade closer to BV. By that time BV might be $20 lol!!

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  Damiane Beitz@Damiane19h

  @lordofthesox yes, I remember very well how long it took with $CYD but when it broke out from long term down trend line, like $CAAS has already done, then it went explosive, I expect the same. With such a undervaluation, I don't find any better risk/reward play on the whole market.

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  Damiane Beitz@Damiane19h

  @lordofthesox thanks for your informative input from CC. Yes, in case of such strong growth, I agree, value for investors will come from growth and when it starts going up, it will go through the roof but with dividend or buyback, it would be immediate effect to the stock price. As I said before, just check longterm chart and compare it to $CYD and you will find out what we can expect, $CAAS will not only double but it can go up easily 5 or even 10 fold. It is hard to imagine, but after 500% rise of $CAAS stock, it would be trading at p/s=1 and p/e= 11. Yes, that's how low we are trading. I got quite a chunk before but after today's results release it has never be so undervalued and I can't help myself to add more.

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  MICHAEL J CORRIGAN@lordofthesox20h

  $CAAS From the Q&A transcript when asked about buybacks/dividends: OK. In terms of shareholder return program, we are currently in discussion at a very high level, the board level. At the meantime, I just want you to be mindful as we expanding our global footprint, growing rapidly on top and bottom line. We also are increasing CapEx. We have been increasing CapEx in last year and we are seeing higher CapEx this year and next year as well. We just want you to be aware the cash is putting back to the operation and to generate further return for shareholders. That being said, we are at the board level are considering options to enhance shareholder value. I have no qualms with that. While I think that if they do a buyback the stock will probably double, I think they have the right long-term approach.

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  Damiane Beitz@Damiane20h

  $CAAS this time is very different trading. We have already passed 133k volume in half of an hour with price ascend nearly 10%. As I said, it deserves similar valuation as $CYD in that case $CAAS would be trading at $20 s and I am not sure we are breaking out from long term negative trend line. When CYD broke out from similar setup, it went from $8 straight to $60. Just hold your shares tight and buy on every dip if there will be. As I said, if $CAAS was a $NBIS or $CRWV it would be up 100% today and another 100% tomorrow with such great results. But don't worry, fundamentals will prevail soon and we will be in $20 s sooner than you think. All best!

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  Omar aziz@Bottomtrader15Bullish20h

  $CAAS great result and good reaction from market do far let us hope we close above 5.4

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  MICHAEL J CORRIGAN@lordofthesox20h

  $CAAS Great results again. For those saying the market is treating it as a fraud for not rating it higher, I think it's a bit more subtle than that. No one thinks this a fraud or scam, but some investors may be worried that they're so intent on empire building that it may be a long time before they return any cash to shareholders. They're doing a great job growing revenue and earnings though, which makes it hard for me to question their capital allocation. I'll keep holding the stock with the expectation that someday it will rerate violently, and I can wait for that day.

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  ijw@i_jw22h

  $CAAS So markets verdict is pretty much that this is a fraud? Trades completely disconnected from fundamentals. Up 5% on a blowout earnings report lol. Probably back to $4.4 in 2 days.

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  Daron B@Drock4422h

  $CAAS still growing organically (not taking on debt) while maintaining positive FCF. Margins, revenue and profit are all going up. We will most likely make $2+ per share this year and cash on hand is $5.16 (even with heavy capital investment). Increased revenue estimates to $850M. What more do you want? Some may say a dividend, but using the cash to grow the way they are growing is a much smarter investment with their cash on hand at the moment. Buying back shares makes the most sense. I still think we may see that in Q3 or early Q4.

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  STACKD0E@STACKD0EBullish22h

  $CAAS 👁

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  Stocktwits Earnings@StocktwitsEarnings22h

  $CAAS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.48 up 92.00% YoY • Reported revenue of $206.23M up 17.01% YoY • China Automotive Systems has raised its revenue guidance for the fiscal year 2026 to $850.0 million, a target based on the company's current views on operating and market conditions.

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