Oktober 11, 2026

Novalis

administrator
Novalis ist unabhängiger Finanzautor bei The Kapital. Er analysiert Unternehmen, Aktien, Kapitalmärkte und Trading-Mechanismen auf Grundlage öffentlich zugänglicher Primärquellen. Seine Arbeit legt Wert auf nachvollziehbare Annahmen, transparente Bewertungsmethoden und eine klare Trennung zwischen Fakten, Analyse und persönlicher Einschätzung.

Autor bei The Kapital

Novalis – unabhängiger Finanzautor

Novalis ist unabhängiger Finanzautor bei The Kapital. Er analysiert Unternehmen, Aktien, Kapitalmärkte und Trading-Mechanismen auf Grundlage öffentlich zugänglicher Primärquellen. Seine Arbeit legt Wert auf nachvollziehbare Annahmen, transparente Bewertungsmethoden und eine klare Trennung zwischen Fakten, Analyse und persönlicher Einschätzung.

Global Deep Dives Knowledge USA Value Investing

Enterprise Value Explained: EV vs. Market Cap, Formula, Examples and What It Tells Investors

Enterprise value measures the total value of a company’s operating business, not just its equity. Learn the EV formula, EV vs. market cap, examples, pitfalls and how investors use it.

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Aktienanalysen Global Deep Dives Growth Aktien Value Investing Welt

Kuaishou Stock at HK$31: Kling AI Revenue Triples While Profit Falls 30% — Is the Market Missing the AI Video Business?

Kuaishou Q2 revenue rose only 1.4%, but Kling AI revenue surpassed RMB850 million and grew more than 200%. We analyze whether Kuaishou stock is being valued too cheaply near HK$31.

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Aktienanalysen Global Deep Dives Growth Aktien Welt

Bilibili Stock 2026: Profits Rise as Gaming and Advertising Scale

Bilibili Q2 revenue rose 8%, advertising jumped 28% and net profit climbed 55%. We analyze whether BILI’s shift from user growth to operating leverage can sustain a rerating.

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Aktienanalysen Global Deep Dives Growth Aktien Welt

Meituan Stock at HK$75: Revenue Jumps 14% as the Food-Delivery War Cools

Meituan Q2 revenue rose 14.4%, core local commerce returned to profit and new-business losses narrowed. Is China’s local-commerce leader too cheap near HK$75?

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Aktienanalysen Global Deep Dives Growth Aktien Welt Wichtigste Nachrichten

SMIC Stock 2026: Revenue Jumps 36% as AI Demand Tightens Capacity — Is China’s Chip Champion Worth 63x Earnings?

SMIC Q2 revenue rose 36% to $3.01B, gross margin improved to 25.3% and utilization reached 93.7%. But at roughly 63x earnings, is China’s top foundry already too expensive?

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Aktienanalysen Global Deep Dives Value Investing Welt Wichtigste Nachrichten

Trip.com Stock Before Q2 Earnings: Down 49%, Hit by a $763 Million Antitrust Penalty — Is TCOM Finally Cheap?

Trip.com stock has fallen almost 49% in a year after a major antitrust penalty. With Q2 earnings due September 15 and international bookings still growing fast, is TCOM now undervalued?

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Aktienanalysen Global Deep Dives Growth Aktien Welt

Li Auto Stock at $11.65: Vehicle Margin Collapses to 9.4% — Is China’s Former EV Profit Machine Broken?

Li Auto shares have fallen near $11.65 as Q2 vehicle margin dropped to 9.4% and revenue fell 15%. But the company still holds nearly $13B in liquidity and guides for

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Aktienanalysen Global Deep Dives Growth Aktien Welt

XPeng Stock Down 48% in 2026: 20.7% Gross Margin, Robotaxis and a $6.3 Billion Robotics Wild Card

XPeng stock is down nearly 48% YTD even as Q2 gross margin reached 20.7%, overseas sales expanded and its robotics unit raised capital at a $6.3B valuation. Is XPEV mispriced?

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Aktienanalysen Global Deep Dives Growth Aktien Welt

PDD Stock at $78: $67 Billion Cash, 8% Revenue Growth and the Temu Risk Wall Street Can’t Price

PDD Holdings trades near $78 with $67.3 billion in cash and short-term investments, 8% Q2 revenue growth and a €200 million EU fine hanging over Temu. Is PDD stock too

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Aktienanalysen Global Deep Dives Growth Aktien Welt

Tencent Stock at HK$426: Gaming Growth, AI Monetization and Why China’s Internet Giant Looks Cheap Again

Tencent’s Q2 revenue rose 11%, domestic gaming jumped 17%, marketing services grew 22% and AI demand accelerated cloud growth. Is Tencent stock cheap near HK$426?

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