Kingsoft Cloud: Betting On China's Cloud Market

2023-04-03

KC does have a long history of doing business in China. I think their management can eventually deliver. They took advantage of getting dual listing in Hong Kong in late July of 2022, that is complete. They are laser focused on improving margins and verticals. If China can have any semblance of a reopening and the government stays out of their way, they should continue to catch some more momentum after not hardly catching a single break in 2022.

I am convinced they have the right customers and partnerships. Should be worth a look.

They have a good cash position and shares have doubled from Q4 2022 lows. The analyst are offsides and may start paying attention. Shares have an extraordinary number of plus/minus 10 per cent plus days since 2020 IPO. $Kingsoft Cloud Holdings Ltd(KC)$

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garrett
2023-04-04
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2023-04-03
1688NG
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If China can have any semblance of a reopening and the government stays out of their way, they should continue to catch some more momentum after not hardly catching a single break in 2022.I am convinced they have the right customers and partnerships. Should be worth a look.They have a good cash position and shares have doubled from Q4 2022 lows. The analyst are offsides and may start paying attention. Shares have an extraordinary number of plus/minus 10 per cent plus days since 2020 IPO. <a data-mention-id=\"KC\" class=\"teditor-mention\" data-mention-name=\"Kingsoft Cloud Holdings Ltd\" href=\"https://ttm.financial/S/KC\">$Kingsoft Cloud Holdings Ltd(KC)$</a> </body></html>","htmlText":"<html><head></head><body>KC does have a long history of doing business in China. I think their management can eventually deliver. They took advantage of getting dual listing in Hong Kong in late July of 2022, that is complete. They are laser focused on improving margins and verticals. If China can have any semblance of a reopening and the government stays out of their way, they should continue to catch some more momentum after not hardly catching a single break in 2022.I am convinced they have the right customers and partnerships. Should be worth a look.They have a good cash position and shares have doubled from Q4 2022 lows. The analyst are offsides and may start paying attention. Shares have an extraordinary number of plus/minus 10 per cent plus days since 2020 IPO. <a data-mention-id=\"KC\" class=\"teditor-mention\" data-mention-name=\"Kingsoft Cloud Holdings Ltd\" href=\"https://ttm.financial/S/KC\">$Kingsoft Cloud Holdings Ltd(KC)$</a> </body></html>","text":"KC does have a long history of doing business in China. I think their management can eventually deliver. They took advantage of getting dual listing in Hong Kong in late July of 2022, that is complete. They are laser focused on improving margins and verticals. 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