BUY Conviction4/5 Analysis quality70/100 now
The analyst recommends Kingsoft Cloud Holdings, an ADR, as a prime beneficiary of the AI theme due to its cloud services platform and data center operations. He highlights its strong expected revenue growth (23% this year) and a substantial valuation discount, trading at a 70% discount on a price-to-sales basis compared to US peers like CoreWeave.
“you are getting kingoft for a 70% discount. Okay 70% discount in shares of kingoft versus that coreweave growth is there at 23% this year is a very strong value stock right there in China AI theme.”