Transaction log
Dec 13, 2024 - Bought 600 1810.HK @ HKD 31.05 (1.31% wtg, coffee can)
Aug 27, 2025 - Upgraded to coffee can innovators
Jan 2, 2026 - Bought 400 1810.HK @ HKD 41.00 (1.96% wtg)
Xiaomi
Location: Beijing, China
Profile
Industry: Consumer electronics
Sector: Technology
Theme: Chinese innovation
3-Year shareholder growth: +26.3%/year
Estimated fair value: HKD 71
Valuation assumption: 3.0% MFCF yield
Operating income/gross profit: 28.3%
Insider ownership: 32.9%
Investments: Hesai Group (HSAI)
Estimated fair value history
Dec-24 - HKD 46 (3.0% MFCF yield)
Mar-25 - HKD 56
Jun-25 - HKD 70
Sep-25 - HKD 76
Dec-25 - HKD 71
History
