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 40.28 (TBD pending open of trading on Jan 4, 8:30 PM EST) (1.92% wtg)

Xiaomi

Location: Beijing, China

 

Profile

Industry: Consumer electronics

Sector: Technology

Theme: Chinese innovation

2 3/4-Year shareholder growth: +25.6%/year

Estimated fair value: HKD 76

Valuation assumption: 3.0% MFCF yield

Insider ownership: 32.1%

Estimated fair value history

  • Dec-24 - HKD 46 (3.0% MFCF yield)

  • Mar-25 - HKD 56

  • Jun-25 - HKD 70

  • Sep-25 - HKD 76