The 90% club: The search for deep value in EM equities

  • Around 10 US$1bn+ stocks have declined by 90%+ from recent peaks. Unsurprisingly, China and Tech feature heavily

  • We identify five beaten-up names that could rally strongly: Ebang Int’l, I-Mab, LianBio (China); Pagaya, REE (Israel)

  • Despite developing valuable proprietary technology, their market caps are typically just half of their net cash holdings

December 3rd, 2022
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